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 1150 S. OLIVE T-8-5 · LOS ANGELES, CA 90015 | Recordkeeping | $27,235 |
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 | $36,112 | $60,545-40.4% | $92,233-60.8% | $69,631-48.1% |
| Participation rate | 54.7% | 72.2%-17.4pp | 76.5%-21.7pp | 70.7%-15.9pp |
| Annual return | 17.68% | 19.71%-2.0pp | 176.28%-158.6pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,340 | $2,633-49.1% | $3,679-63.6% | $2,032-34.1% |
| Participant deferral / active EE | $2,278 | $2,828-19.4% | $3,897-41.5% | $3,224-29.3% |
| Admin fee / account holder | $108 | $145-25.1% | $5,194-97.9% | $110-1.8% |