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 | $9,667 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,547 | $48,265-59.5% | $68,791-71.6% | $68,494-71.5% |
| Participation rate | 42.0% | 60.7%-18.6pp | 69.0%-27.0pp | 67.9%-25.8pp |
| Annual return | -17.84% | -12.71%-5.1pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $829 | $2,867-71.1% | $3,941-79.0% | $4,027-79.4% |
| Admin fee / account holder | $103 | $4,355-97.6% | $4,932-97.9% | $5,403-98.1% |