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 | $29,781 |
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 | $36,582 | $23,119+58.2% | $71,086-48.5% | $75,289-51.4% |
| Participation rate | 14.3% | 36.3%-22.0pp | 54.7%-40.3pp | 72.4%-58.1pp |
| Annual return | -4.97% | -3.32%-1.7pp | 650.59%-655.6pp | -0.04%-4.9pp |
| Employer contribution / active EE | $281 | $399-29.6% | $1,088-74.2% | $2,405-88.3% |
| Participant deferral / active EE | $557 | $960-42.0% | $1,874-70.3% | $3,739-85.1% |
| Admin fee / account holder | $68 | $89-23.8% | $3,082-97.8% | $102-33.3% |