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 | $40,560 |
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 | $52,839 | $30,147+75.3% | $58,482-9.6% | $80,160-34.1% |
| Participation rate | 13.2% | 34.4%-21.2pp | 50.9%-37.7pp | 72.9%-59.7pp |
| Annual return | 16.79% | 21.97%-5.2pp | 4239.32%-4222.5pp | 40.38%-23.6pp |
| Employer contribution / active EE | $318 | $528-39.8% | $1,053-69.8% | $2,978-89.3% |
| Participant deferral / active EE | $634 | $1,249-49.3% | $1,924-67.1% | $5,017-87.4% |
| Admin fee / account holder | $91 | $195-53.5% | $2,516-96.4% | $145-37.5% |