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 | $5,806 |
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 | $33,564 | $55,453-39.5% | $170,442-80.3% | $62,292-46.1% |
| Participation rate | 36.1% | 66.4%-30.3pp | 83.6%-47.5pp | 69.5%-33.4pp |
| Annual return | 15.66% | 21.38%-5.7pp | 205.93%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $694 | $2,164-67.9% | $5,433-87.2% | $2,042-66.0% |
| Participant deferral / active EE | $1,042 | $2,303-54.7% | $4,939-78.9% | $3,169-67.1% |
| Admin fee / account holder | $97 | $455-78.7% | $13,880-99.3% | $479-79.8% |