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 9-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 FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $10,490 |
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.
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 | $35,456 | $46,100-23.1% | $86,590-59.1% | $69,631-49.1% |
| Participation rate | 11.3% | 67.2%-55.8pp | 73.5%-62.2pp | 70.7%-59.3pp |
| Annual return | 35.52% | 21.02%+14.5pp | 964.84%-929.3pp | 27571.02%-27535.5pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $567 | $2,432-76.7% | $3,609-84.3% | $3,224-82.4% |
| Admin fee / account holder | $133 | $94+41.5% | $4,906-97.3% | $110+20.2% |