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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,549 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $29,107 | $64,286-54.7% | $90,951-68.0% | $73,409-60.3% |
| Participation rate | 48.8% | 63.6%-14.8pp | 69.0%-20.2pp | 72.2%-23.4pp |
| Annual return | 20.56% | 21.45%-0.9pp | 134.60%-114.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,672 | $2,453-31.9% | $3,373-50.4% | $3,805-56.1% |
| Admin fee / account holder | $244 | $287-15.0% | $5,959-95.9% | $158+54.6% |