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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,233 |
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 | $31,760 | $46,732-32.0% | $156,549-79.7% | $55,167-42.4% |
| Participation rate | 22.4% | 65.8%-43.4pp | 84.0%-61.6pp | 69.0%-46.6pp |
| Annual return | 7.28% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $299 | $2,105-85.8% | $5,501-94.6% | $1,963-84.8% |
| Participant deferral / active EE | $720 | $2,204-67.3% | $4,871-85.2% | $3,054-76.4% |
| Admin fee / account holder | $270 | $418-35.6% | $13,027-97.9% | $504-46.5% |