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 | $6,382 |
TIGERS EYE BENEFITS CONSULTING5+ years Service code 15 · EIN 52-1875589 | Recordkeeping | $2,190 |
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 | $54,908 | $49,138+11.7% | $84,015-34.6% | $65,185-15.8% |
| Participation rate | 38.2% | 60.7%-22.6pp | 69.0%-30.9pp | 70.2%-32.0pp |
| Annual return | 19.43% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $395 | $914-56.8% | $1,983-80.1% | $2,177-81.9% |
| Participant deferral / active EE | $2,249 | $2,397-6.2% | $3,239-30.6% | $3,514-36.0% |
| Admin fee / account holder | $107 | $543-80.3% | $6,101-98.2% | $847-87.4% |