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 | $18,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,188 | $65,061-65.9% | $143,757-84.6% | $66,914-66.8% |
| Participation rate | 35.5% | 65.2%-29.7pp | 80.3%-44.8pp | 69.8%-34.3pp |
| Annual return | -23.75% | -11.14%-12.6pp | -0.04%-23.7pp | 1.58%-25.3pp |
| Employer contribution / active EE | $903 | $2,361-61.7% | $4,951-81.8% | $2,544-64.5% |
| Participant deferral / active EE | $1,147 | $2,919-60.7% | $5,637-79.7% | $4,237-72.9% |
| Admin fee / account holder | $259 | $502-48.5% | $14,673-98.2% | $593-56.4% |