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 | $14,337 |
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.
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 | $8,578 | $61,272-86.0% | $149,673-94.3% | $71,457-88.0% |
| Participation rate | 51.7% | 62.5%-10.8pp | 78.8%-27.1pp | 67.9%-16.2pp |
| Annual return | 6.09% | 35.85%-29.8pp | 134.42%-128.3pp | 28.85%-22.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $956 | $2,917-67.2% | $5,680-83.2% | $4,289-77.7% |
| Admin fee / account holder | $65 | $1,261-94.9% | $13,210-99.5% | $1,587-95.9% |