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 | $31,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $29,516+75.3% | $77,482-33.2% | $90,288-42.7% |
| Participation rate | 12.2% | 33.7%-21.5pp | 54.2%-42.0pp | 73.4%-61.2pp |
| Annual return | 12.48% | 231.18%-218.7pp | 54.79%-42.3pp | 53.97%-41.5pp |
| Employer contribution / active EE | $259 | $381-31.9% | $986-73.7% | $2,524-89.7% |
| Participant deferral / active EE | $512 | $944-45.8% | $1,861-72.5% | $4,232-87.9% |
| Admin fee / account holder | $73 | $106-30.9% | $2,858-97.4% | $114-35.8% |