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 |
|---|---|---|
Service code 15 · EIN 20-3886993 | Recordkeeping | $5,893 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,853 | $55,449-6.5% | $83,848-38.2% | $56,287-7.9% |
| Participation rate | 50.0% | 68.0%-18.0pp | 76.1%-26.1pp | 69.9%-19.9pp |
| Annual return | -7.51% | -1.38%-6.1pp | 850.88%-858.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,702 | $2,430-30.0% | $3,631-53.1% | $2,111-19.4% |
| Participant deferral / active EE | $2,847 | $2,935-3.0% | $4,082-30.3% | $3,350-15.0% |
| Admin fee / account holder | $97 | $656-85.2% | $5,478-98.2% | $521-81.4% |