See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $38,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,022 | $40,385-52.9% | $80,569-76.4% | $74,419-74.4% |
| Participation rate | 32.4% | 47.4%-15.0pp | 67.0%-34.6pp | 70.7%-38.3pp |
| Annual return | 20.20% | 164.85%-144.7pp | 935.43%-915.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $538 | $1,496-64.1% | $2,723-80.3% | $2,637-79.6% |
| Participant deferral / active EE | $1,525 | $2,674-43.0% | $4,447-65.7% | $4,528-66.3% |
| Admin fee / account holder | $121 | $720-83.2% | $5,377-97.8% | $348-65.3% |