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 13 · EIN 39-0989781 | Contract Administrator | $9,966 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $425 |
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 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 | $17,108 | $37,213-54.0% | $156,549-89.1% | $63,975-73.3% |
| Participation rate | 16.7% | 65.0%-48.3pp | 84.0%-67.4pp | 71.1%-54.5pp |
| Annual return | 10.23% | 47.89%-37.7pp | 32.23%-22.0pp | 48.65%-38.4pp |
| Employer contribution / active EE | $210 | $1,357-84.5% | $5,501-96.2% | $2,182-90.4% |
| Participant deferral / active EE | $414 | $2,070-80.0% | $4,871-91.5% | $3,356-87.7% |
| Admin fee / account holder | $82 | $56+45.9% | $13,027-99.4% | $70+16.7% |