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 | $25,325 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,431 | $74,024-72.4% | $77,999-73.8% | $57,658-64.6% |
| Participation rate | 74.4% | 79.7%-5.4pp | 75.5%-1.1pp | 70.2%+4.2pp |
| Annual return | 7.35% | 12.14%-4.8pp | 425.96%-418.6pp | 5.13%+2.2pp |
| Employer contribution / active EE | $468 | $2,365-80.2% | $2,470-81.0% | $1,974-76.3% |
| Participant deferral / active EE | $1,509 | $3,533-57.3% | $3,497-56.9% | $3,061-50.7% |
| Admin fee / account holder | $78 | $93-15.9% | $5,480-98.6% | $95-17.1% |