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 6-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 36-6071399 | Recordkeeping | $7,944 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,875 | $62,928-87.5% | $172,739-95.4% | $67,579-88.3% |
| Participation rate | 69.1% | 64.5%+4.7pp | 82.6%-13.5pp | 71.3%-2.2pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.84%-802.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $784 | $1,636-52.1% | $5,143-84.8% | $2,148-63.5% |
| Participant deferral / active EE | $2,704 | $2,145+26.1% | $5,198-48.0% | $3,539-23.6% |
| Admin fee / account holder | $38 | $167-77.3% | $13,954-99.7% | $142-73.4% |