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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,023 | $65,061-87.7% | $143,757-94.4% | $66,914-88.0% |
| Participation rate | 55.6% | 65.2%-9.5pp | 80.3%-24.7pp | 69.8%-14.2pp |
| Annual return | -8.48% | -11.14%+2.7pp | -0.04%-8.4pp | 1.58%-10.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,161 | $2,919-60.2% | $5,637-79.4% | $4,237-72.6% |
| Admin fee / account holder | $59 | $502-88.3% | $14,673-99.6% | $593-90.1% |