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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,930 |
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 | $129,440 | $80,753+60.3% | $136,294-5.0% | $62,292+107.8% |
| Participation rate | 68.8% | 73.5%-4.7pp | 81.9%-13.1pp | 69.5%-0.7pp |
| Annual return | 16.68% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,191 | $2,884-58.7% | $4,695-74.6% | $2,042-41.7% |
| Participant deferral / active EE | $6,122 | $5,164+18.6% | $6,247-2.0% | $3,169+93.2% |
| Admin fee / account holder | $23 | $525-95.7% | $9,243-99.8% | $479-95.3% |