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 | $38,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,716 | $72,607-57.7% | $90,749-66.2% | $66,914-54.1% |
| Participation rate | 95.3% | 73.7%+21.7pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | -6.07% | -12.28%+6.2pp | -12.16%+6.1pp | 1.58%-7.6pp |
| Employer contribution / active EE | $4,717 | $2,369+99.1% | $2,921+61.5% | $2,544+85.4% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $164 | $707-76.9% | $8,445-98.1% | $593-72.4% |