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 | $39,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,538 | $71,516-51.7% | $98,439-64.9% | $71,457-51.7% |
| Participation rate | 96.1% | 72.7%+23.4pp | 75.2%+20.9pp | 67.9%+28.2pp |
| Annual return | 21.08% | 32.41%-11.3pp | 21.16%-0.1pp | 28.85%-7.8pp |
| Employer contribution / active EE | $5,009 | $2,399+108.8% | $3,048+64.3% | $2,588+93.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $163 | $1,675-90.3% | $8,948-98.2% | $1,587-89.7% |