See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,016 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,085 | $37,393+76.7% | $77,024-14.2% | $66,914-1.2% |
| Participation rate | 59.8% | 52.9%+7.0pp | 67.9%-8.1pp | 69.8%-10.0pp |
| Annual return | -15.62% | -3.29%-12.3pp | 42.32%-57.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $888 | $1,531-42.0% | $2,812-68.4% | $2,544-65.1% |
| Participant deferral / active EE | $3,193 | $2,617+22.0% | $4,426-27.9% | $4,237-24.6% |
| Admin fee / account holder | $182 | $567-67.9% | $5,425-96.6% | $593-69.3% |