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 | $3,378 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,304 |
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 | $25,653 | $80,177-68.0% | $123,892-79.3% | $57,658-55.5% |
| Participation rate | 52.4% | 74.4%-22.0pp | 81.4%-29.0pp | 70.2%-17.8pp |
| Annual return | 18.23% | 17.90%+0.3pp | 47.52%-29.3pp | 5.13%+13.1pp |
| Employer contribution / active EE | $1,170 | $2,913-59.8% | $4,617-74.7% | $1,974-40.7% |
| Participant deferral / active EE | $2,648 | $5,130-48.4% | $5,984-55.7% | $3,061-13.5% |
| Admin fee / account holder | $17 | $106-84.0% | $8,357-99.8% | $95-82.0% |