See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,427 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,279 | $51,197-46.7% | $82,719-67.0% | $66,914-59.2% |
| Participation rate | 42.1% | 67.8%-25.7pp | 72.6%-30.5pp | 69.8%-27.7pp |
| Annual return | -16.12% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $386 | $2,611-85.2% | $3,009-87.2% | $2,544-84.8% |
| Participant deferral / active EE | $1,396 | $3,458-59.6% | $4,395-68.2% | $4,237-67.1% |
| Admin fee / account holder | $109 | $416-73.7% | $5,329-98.0% | $593-81.6% |