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 | $350 |
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 | $33,902 | $46,100-26.5% | $86,590-60.8% | $69,631-51.3% |
| Participation rate | 64.6% | 67.2%-2.6pp | 73.5%-9.0pp | 70.7%-6.1pp |
| Annual return | 17.12% | 21.02%-3.9pp | 964.84%-947.7pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,101 | $1,850-40.5% | $2,839-61.2% | $2,032-45.8% |
| Participant deferral / active EE | $2,196 | $2,432-9.7% | $3,609-39.1% | $3,224-31.9% |
| Admin fee / account holder | $1 | $94-98.5% | $4,906-100.0% | $110-98.7% |