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 | $6,360 |
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 | $54,054 | $23,385+131.1% | $69,182-21.9% | $57,658-6.3% |
| Participation rate | 64.9% | 37.9%+27.0pp | 55.1%+9.8pp | 70.2%-5.3pp |
| Annual return | 4.60% | -659.34%+663.9pp | -21.93%+26.5pp | 5.13%-0.5pp |
| Employer contribution / active EE | $1,127 | $422+166.8% | $1,206-6.6% | $1,974-42.9% |
| Participant deferral / active EE | $2,170 | $843+157.4% | $1,897+14.4% | $3,061-29.1% |
| Admin fee / account holder | $33 | $82-59.9% | $2,697-98.8% | $95-65.2% |