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 | $27,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,727 | $42,810-81.9% | $169,463-95.4% | $55,725-86.1% |
| Participation rate | 51.4% | 64.7%-13.3pp | 77.8%-26.4pp | 70.9%-19.5pp |
| Annual return | -2.45% | -3.61%+1.2pp | 1.83%-4.3pp | 244.93%-247.4pp |
| Employer contribution / active EE | $457 | $1,402-67.4% | $4,159-89.0% | $2,078-78.0% |
| Participant deferral / active EE | $1,280 | $3,141-59.2% | $5,277-75.7% | $3,356-61.8% |
| Admin fee / account holder | $57 | $106-46.3% | $9,109-99.4% | $115-50.3% |