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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,017 | $37,196-46.2% | $154,107-87.0% | $55,725-64.1% |
| Participation rate | 54.6% | 64.1%-9.5pp | 83.0%-28.4pp | 70.9%-16.2pp |
| Annual return | -4.95% | 1319.68%-1324.6pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $709 | $1,614-56.1% | $5,298-86.6% | $2,078-65.9% |
| Participant deferral / active EE | $884 | $2,068-57.2% | $5,081-82.6% | $3,356-73.6% |
| Admin fee / account holder | $2 | $102-97.9% | $13,411-100.0% | $115-98.2% |