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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $10,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,141 | $41,854-85.3% | $73,843-91.7% | $52,331-88.3% |
| Participation rate | 66.7% | 66.2%+0.4pp | 73.4%-6.8pp | 68.1%-1.4pp |
| Annual return | 2.74% | 2.11%+0.6pp | 2267.84%-2265.1pp | 4.54%-1.8pp |
| Employer contribution / active EE | $298 | $1,920-84.5% | $2,787-89.3% | $1,882-84.1% |
| Participant deferral / active EE | $1,598 | $2,498-36.0% | $3,583-55.4% | $3,022-47.1% |
| Admin fee / account holder | $57 | $493-88.4% | $4,880-98.8% | $592-90.3% |