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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,244 |
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 | $63,123 | $46,100+36.9% | $86,590-27.1% | $69,631-9.3% |
| Participation rate | 30.0% | 67.2%-37.2pp | 73.5%-43.5pp | 70.7%-40.7pp |
| Annual return | 23.61% | 21.02%+2.6pp | 964.84%-941.2pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $663 | $1,850-64.2% | $2,839-76.7% | $2,032-67.4% |
| Participant deferral / active EE | $1,019 | $2,432-58.1% | $3,609-71.8% | $3,224-68.4% |
| Admin fee / account holder | $27 | $94-71.4% | $4,906-99.5% | $110-75.7% |