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 | $5,214 |
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 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 | $10,593 | $30,599-65.4% | $74,583-85.8% | $57,658-81.6% |
| Participation rate | 2.5% | 49.1%-46.7pp | 68.1%-65.7pp | 70.2%-67.8pp |
| Annual return | 4.36% | 14.24%-9.9pp | 20.47%-16.1pp | 5.13%-0.8pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $113 | $1,805-93.7% | $3,458-96.7% | $3,061-96.3% |
| Admin fee / account holder | $193 | $98+97.0% | $4,138-95.3% | $95+104.3% |