See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $17,984 |
OSAIC WEALTH INC1 year Service code 22 · EIN 95-0987232 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,233 | $71,964-1.0% | $167,512-57.5% | $85,563-16.7% |
| Participation rate | 95.9% | 61.0%+34.9pp | 77.1%+18.8pp | 66.0%+29.9pp |
| Annual return | 14.76% | 18.83%-4.1pp | 1615.79%-1601.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,022 | $1,875+7.8% | $3,882-47.9% | $2,654-23.8% |
| Participant deferral / active EE | $4,087 | $4,110-0.5% | $6,405-36.2% | $4,375-6.6% |
| Admin fee / account holder | $41 | $815-94.9% | $9,769-99.6% | $834-95.1% |