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 | $7,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $39,603 | $55,453-28.6% | $170,442-76.8% | $62,292-36.4% |
| Participation rate | 19.1% | 66.4%-47.3pp | 83.6%-64.5pp | 69.5%-50.4pp |
| Annual return | 16.05% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $284 | $2,164-86.9% | $5,433-94.8% | $2,042-86.1% |
| Participant deferral / active EE | $835 | $2,303-63.8% | $4,939-83.1% | $3,169-73.7% |
| Admin fee / account holder | $288 | $455-36.6% | $13,880-97.9% | $479-39.8% |