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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $37,586 |
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 | $34,957 | $78,485-55.5% | $106,213-67.1% | $74,495-53.1% |
| Participation rate | 92.4% | 72.8%+19.6pp | 75.3%+17.1pp | 67.2%+25.2pp |
| Annual return | 7.55% | 15.95%-8.4pp | 116.14%-108.6pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $3,614 | $2,523+43.3% | $3,171+14.0% | $2,623+37.8% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $166 | $2,232-92.6% | $11,033-98.5% | $1,942-91.5% |