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 | $8,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,024 | $70,002-54.3% | $115,037-72.2% | $52,331-38.8% |
| Participation rate | 51.0% | 72.1%-21.1pp | 81.4%-30.4pp | 68.1%-17.1pp |
| Annual return | -2.14% | 4.04%-6.2pp | 26.14%-28.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $634 | $2,715-76.6% | $4,608-86.2% | $1,882-66.3% |
| Participant deferral / active EE | $2,921 | $4,920-40.6% | $6,026-51.5% | $3,022-3.3% |
| Admin fee / account holder | $93 | $566-83.5% | $8,175-98.9% | $592-84.3% |