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 9-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,683 | $55,453-23.0% | $170,442-75.0% | $62,292-31.5% |
| Participation rate | 11.8% | 66.4%-54.6pp | 83.6%-71.8pp | 69.5%-57.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $103 | $2,164-95.2% | $5,433-98.1% | $2,042-95.0% |
| Participant deferral / active EE | $655 | $2,303-71.5% | $4,939-86.7% | $3,169-79.3% |
| Admin fee / account holder | $29 | $455-93.7% | $13,880-99.8% | $479-94.0% |