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 8-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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,767 |
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 | $32,209 | $72,492-55.6% | $87,100-63.0% | $72,985-55.9% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 25.73% | 24.46%+1.3pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,406 | $1,894-25.8% | $2,521-44.2% | $2,440-42.4% |
| Participant deferral / active EE | $2,721 | $3,270-16.8% | $4,049-32.8% | $3,607-24.6% |
| Admin fee / account holder | $138 | $5,055-97.3% | $7,497-98.2% | $5,124-97.3% |