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 | $6,600 |
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 | $55,841 | $67,984-17.9% | $65,493-14.7% | $74,304-24.8% |
| Participation rate | 56.2% | 66.3%-10.1pp | 73.1%-16.9pp | 60.3%-4.2pp |
| Annual return | 9.60% | 19.87%-10.3pp | 982.45%-972.8pp | 29.43%-19.8pp |
| Employer contribution / active EE | $879 | $2,491-64.7% | $2,574-65.8% | $2,241-60.8% |
| Participant deferral / active EE | $1,193 | $3,346-64.4% | $3,961-69.9% | $3,767-68.3% |
| Admin fee / account holder | $52 | $1,373-96.2% | $5,028-99.0% | $2,969-98.2% |