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 9-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 | $3,764 |
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 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 | $4,857 | $28,416-82.9% | $73,545-93.4% | $69,631-93.0% |
| Participation rate | 10.1% | 38.3%-28.2pp | 54.9%-44.8pp | 70.7%-60.6pp |
| Annual return | 21.93% | -694.13%+716.1pp | -15.16%+37.1pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $297 | $897-66.9% | $1,806-83.6% | $3,224-90.8% |
| Admin fee / account holder | $55 | $104-47.0% | $2,320-97.6% | $110-49.9% |