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 | $11,954 |
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 | $24,275 | $48,313-49.8% | $73,307-66.9% | $52,331-53.6% |
| Participation rate | 37.3% | 68.6%-31.2pp | 74.9%-37.6pp | 68.1%-30.8pp |
| Annual return | 18.51% | 3.85%+14.7pp | 5.67%+12.8pp | 4.54%+14.0pp |
| Employer contribution / active EE | $781 | $1,661-53.0% | $3,237-75.9% | $1,882-58.5% |
| Participant deferral / active EE | $4,559 | $4,189+8.8% | $4,991-8.7% | $3,022+50.9% |
| Admin fee / account holder | $114 | $404-71.8% | $5,637-98.0% | $592-80.8% |