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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,393 | $46,100-42.7% | $86,590-69.5% | $69,631-62.1% |
| Participation rate | 50.2% | 67.2%-17.0pp | 73.5%-23.4pp | 70.7%-20.5pp |
| Annual return | 18.77% | 21.02%-2.3pp | 964.84%-946.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,220 | $2,432-49.8% | $3,609-66.2% | $3,224-62.2% |
| Admin fee / account holder | $40 | $94-57.1% | $4,906-99.2% | $110-63.6% |