See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,151 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,087 | $49,177+83.2% | $79,464+13.4% | $64,186+40.4% |
| Participation rate | 70.1% | 65.0%+5.1pp | 73.3%-3.2pp | 69.6%+0.6pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,187 | $2,076+5.4% | $2,800-21.9% | $2,381-8.1% |
| Participant deferral / active EE | $4,084 | $2,821+44.7% | $3,704+10.3% | $3,470+17.7% |
| Admin fee / account holder | $64 | $3,839-98.3% | $5,113-98.7% | $4,888-98.7% |