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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $24,256 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $21,019 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,852 | $46,292-63.6% | $143,757-88.3% | $64,808-74.0% |
| Participation rate | 19.5% | 64.2%-44.7pp | 80.3%-60.8pp | 71.5%-52.0pp |
| Annual return | -18.72% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.5pp |
| Employer contribution / active EE | $372 | $1,910-80.5% | $4,951-92.5% | $2,506-85.2% |
| Participant deferral / active EE | $719 | $2,646-72.8% | $5,637-87.3% | $4,310-83.3% |
| Admin fee / account holder | $216 | $154+40.2% | $14,673-98.5% | $188+14.8% |