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 |
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 | $23,186 | $47,977-51.7% | $154,107-85.0% | $56,287-58.8% |
| Participation rate | 75.2% | 66.2%+9.0pp | 83.0%-7.9pp | 69.9%+5.3pp |
| Annual return | 2.91% | 3.54%-0.6pp | 735.12%-732.2pp | -9.96%+12.9pp |
| Employer contribution / active EE | $1,984 | $2,169-8.5% | $5,298-62.6% | $2,111-6.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $65 | $438-85.2% | $13,411-99.5% | $521-87.5% |