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 | $14,561 |
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.
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 | $33,271 | $39,458-15.7% | $60,547-45.0% | $55,191-39.7% |
| Participation rate | 29.9% | 59.6%-29.7pp | 68.0%-38.1pp | 69.2%-39.3pp |
| Annual return | 1.50% | 3.35%-1.8pp | 335.64%-334.1pp | 10.78%-9.3pp |
| Employer contribution / active EE | $217 | $1,210-82.1% | $2,419-91.0% | $1,899-88.6% |
| Participant deferral / active EE | $641 | $2,140-70.0% | $3,328-80.7% | $3,046-78.9% |
| Admin fee / account holder | $83 | $95-12.5% | $4,536-98.2% | $91-8.3% |