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 | $15,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,314 | $64,909-39.4% | $82,313-52.2% | $62,292-36.9% |
| Participation rate | 68.7% | 74.9%-6.2pp | 76.9%-8.2pp | 69.5%-0.8pp |
| Annual return | 16.82% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $425 | $1,676-74.6% | $2,428-82.5% | $2,042-79.2% |
| Participant deferral / active EE | $1,513 | $3,103-51.2% | $3,706-59.2% | $3,169-52.3% |
| Admin fee / account holder | $87 | $440-80.1% | $5,608-98.4% | $479-81.8% |