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 | $18,293 |
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.
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 | $30,052 | $60,165-50.1% | $74,183-59.5% | $55,167-45.5% |
| Participation rate | 35.5% | 74.2%-38.7pp | 76.6%-41.2pp | 69.0%-33.5pp |
| Annual return | 8.02% | 10.00%-2.0pp | 17.74%-9.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $827 | $2,973-72.2% | $3,550-76.7% | $3,054-72.9% |
| Admin fee / account holder | $199 | $419-52.6% | $5,586-96.4% | $504-60.5% |