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 INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,635 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,999 | $55,453-56.7% | $170,442-85.9% | $62,292-61.5% |
| Participation rate | 75.2% | 66.4%+8.8pp | 83.6%-8.4pp | 69.5%+5.7pp |
| Annual return | 2.99% | 21.38%-18.4pp | 205.93%-202.9pp | 28.90%-25.9pp |
| Employer contribution / active EE | $2,059 | $2,164-4.8% | $5,433-62.1% | $2,042+0.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $65 | $455-85.7% | $13,880-99.5% | $479-86.4% |