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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,154 |
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 | $40,482 | $58,879-31.2% | $178,490-77.3% | $73,488-44.9% |
| Participation rate | 49.5% | 66.2%-16.8pp | 81.9%-32.5pp | 70.7%-21.2pp |
| Annual return | 27.70% | 24.86%+2.8pp | 151.07%-123.4pp | 28.51%-0.8pp |
| Employer contribution / active EE | $689 | $2,236-69.2% | $5,011-86.3% | $2,270-69.7% |
| Participant deferral / active EE | $2,337 | $2,567-9.0% | $5,202-55.1% | $3,740-37.5% |
| Admin fee / account holder | $48 | $400-87.9% | $13,984-99.7% | $513-90.6% |