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 | $34,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $9,536 | $47,126-79.8% | $149,673-93.6% | $74,419-87.2% |
| Participation rate | 22.3% | 63.4%-41.1pp | 78.8%-56.5pp | 70.7%-48.5pp |
| Annual return | 21.56% | 22.75%-1.2pp | 134.42%-112.9pp | 34.38%-12.8pp |
| Employer contribution / active EE | $6 | $1,905-99.7% | $4,818-99.9% | $2,637-99.8% |
| Participant deferral / active EE | $1,108 | $2,728-59.4% | $5,680-80.5% | $4,528-75.5% |
| Admin fee / account holder | $96 | $343-71.9% | $13,210-99.3% | $348-72.4% |