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 | $16,880 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,082 | $55,453-33.1% | $170,442-78.2% | $62,292-40.5% |
| Participation rate | 23.5% | 66.4%-42.9pp | 83.6%-60.1pp | 69.5%-46.0pp |
| Annual return | 19.44% | 21.38%-1.9pp | 205.93%-186.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $407 | $2,164-81.2% | $5,433-92.5% | $2,042-80.1% |
| Participant deferral / active EE | $535 | $2,303-76.8% | $4,939-89.2% | $3,169-83.1% |
| Admin fee / account holder | $422 | $455-7.3% | $13,880-97.0% | $479-12.0% |