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 | $14,605 |
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 | $22,800 | $52,953-56.9% | $172,739-86.8% | $65,185-65.0% |
| Participation rate | 31.8% | 66.2%-34.3pp | 82.6%-50.8pp | 70.2%-38.4pp |
| Annual return | 18.91% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $624 | $2,190-71.5% | $5,143-87.9% | $2,177-71.3% |
| Participant deferral / active EE | $764 | $2,471-69.1% | $5,198-85.3% | $3,514-78.3% |
| Admin fee / account holder | $236 | $472-50.1% | $13,954-98.3% | $847-72.2% |