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 | Recordkeeping | $4,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,570 | $41,467-28.7% | $67,313-56.1% | $55,725-46.9% |
| Participation rate | 56.7% | 62.5%-5.8pp | 69.1%-12.4pp | 70.9%-14.1pp |
| Annual return | -5.69% | 0.82%-6.5pp | -4.08%-1.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,197 | $1,316-9.1% | $2,566-53.4% | $2,078-42.4% |
| Participant deferral / active EE | $2,130 | $2,399-11.2% | $3,568-40.3% | $3,356-36.5% |
| Admin fee / account holder | $24 | $102-76.9% | $4,507-99.5% | $115-79.5% |