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 | $6,170 |
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 | $61,463 | $28,416+116.3% | $73,545-16.4% | $69,631-11.7% |
| Participation rate | 52.2% | 38.3%+13.9pp | 54.9%-2.7pp | 70.7%-18.5pp |
| Annual return | 16.08% | -694.13%+710.2pp | -15.16%+31.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,001 | $430+132.5% | $1,219-17.9% | $2,032-50.8% |
| Participant deferral / active EE | $1,897 | $897+111.5% | $1,806+5.1% | $3,224-41.1% |
| Admin fee / account holder | $32 | $104-69.3% | $2,320-98.6% | $110-71.0% |