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 1150 SOUTH OLIVE STREET · LOS ANGELES, CA 900112211 | Recordkeeping | $13,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $85,972 | $71,192+20.8% | $117,854-27.1% | $62,292+38.0% |
| Participation rate | 65.6% | 74.2%-8.6pp | 79.7%-14.1pp | 69.5%-3.9pp |
| Annual return | 12.99% | 18.66%-5.7pp | 335.08%-322.1pp | 28.90%-15.9pp |
| Employer contribution / active EE | $741 | $1,934-61.7% | $3,786-80.4% | $2,042-63.7% |
| Participant deferral / active EE | $3,156 | $3,189-1.0% | $4,482-29.6% | $3,169-0.4% |
| Admin fee / account holder | $120 | $587-79.5% | $8,020-98.5% | $479-74.9% |