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 | $10,225 |
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 | $50,937 | $59,535-14.4% | $90,160-43.5% | $62,292-18.2% |
| Participation rate | 39.3% | 73.0%-33.8pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 19.36% | 23.53%-4.2pp | 34.88%-15.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $935 | $4,639-79.8% | $5,288-82.3% | $3,169-70.5% |
| Admin fee / account holder | $140 | $337-58.4% | $5,943-97.6% | $479-70.8% |