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 | $21,056 |
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 | $29,942 | $80,753-62.9% | $136,294-78.0% | $62,292-51.9% |
| Participation rate | 28.3% | 73.5%-45.2pp | 81.9%-53.6pp | 69.5%-41.2pp |
| Annual return | 23.97% | 35.83%-11.9pp | 5155.94%-5132.0pp | 28.90%-4.9pp |
| Employer contribution / active EE | $1,527 | $2,884-47.0% | $4,695-67.5% | $2,042-25.2% |
| Participant deferral / active EE | $1,748 | $5,164-66.1% | $6,247-72.0% | $3,169-44.8% |
| Admin fee / account holder | $182 | $525-65.5% | $9,243-98.0% | $479-62.1% |