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 | $40,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,332 | $26,906+61.0% | $61,373-29.4% | $77,904-44.4% |
| Participation rate | 13.7% | 33.4%-19.7pp | 52.6%-38.8pp | 73.7%-59.9pp |
| Annual return | -15.82% | -14.46%-1.4pp | 338.61%-354.4pp | 12.21%-28.0pp |
| Employer contribution / active EE | $317 | $521-39.1% | $1,159-72.6% | $2,848-88.9% |
| Participant deferral / active EE | $661 | $1,180-44.0% | $2,125-68.9% | $4,806-86.3% |
| Admin fee / account holder | $82 | $117-29.6% | $2,130-96.1% | $133-37.9% |