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 | $10,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $13,683 | $23,385-41.5% | $69,182-80.2% | $57,658-76.3% |
| Participation rate | 23.1% | 37.9%-14.8pp | 55.1%-32.0pp | 70.2%-47.2pp |
| Annual return | 4.93% | -659.34%+664.3pp | -21.93%+26.9pp | 5.13%-0.2pp |
| Employer contribution / active EE | $161 | $422-61.9% | $1,206-86.7% | $1,974-91.8% |
| Participant deferral / active EE | $555 | $843-34.1% | $1,897-70.7% | $3,061-81.9% |
| Admin fee / account holder | $113 | $82+37.8% | $2,697-95.8% | $95+19.7% |