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 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $39,267 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,800 | $79,428-57.4% | $106,548-68.3% | $79,386-57.4% |
| Participation rate | 97.0% | 74.1%+22.9pp | 76.1%+20.9pp | 70.7%+26.3pp |
| Annual return | 3.99% | 18.27%-14.3pp | 26.80%-22.8pp | 116.85%-112.9pp |
| Employer contribution / active EE | $5,399 | $2,234+141.7% | $2,819+91.5% | $2,427+122.4% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $187 | $523-64.3% | $7,407-97.5% | $626-70.2% |