Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $10,233 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,922 | $88,087-69.4% | $164,866-83.7% | $74,546-63.9% |
| Participation rate | 57.3% | 73.1%-15.7pp | 78.6%-21.3pp | 67.2%-9.9pp |
| Annual return | 14.91% | 17.27%-2.4pp | 69.97%-55.1pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,365 | $2,595-47.4% | $4,343-68.6% | $2,624-48.0% |
| Participant deferral / active EE | $2,495 | $4,499-44.6% | $6,033-58.7% | $4,347-42.6% |
| Admin fee / account holder | $76 | $2,232-96.6% | $12,689-99.4% | $1,944-96.1% |