See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,228 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $9,219 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,901 | $105,179-87.7% | $64,056-79.9% | $80,160-83.9% |
| Participation rate | 8.3% | 73.5%-65.3pp | 72.3%-64.0pp | 72.9%-64.7pp |
| Annual return | 19.63% | 20.34%-0.7pp | 33.69%-14.1pp | 40.38%-20.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,747-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $195 | $4,020-95.2% | $3,880-95.0% | $5,017-96.1% |
| Admin fee / account holder | $142 | $113+25.3% | $3,068-95.4% | $145-2.1% |