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 39-8989781 | Recordkeeping | $27,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,931 | $64,707-18.2% | $112,228-52.8% | $68,494-22.7% |
| Participation rate | 63.9% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.0pp |
| Annual return | -9.55% | -11.40%+1.9pp | 27.45%-37.0pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,583 | $2,746-5.9% | $3,635-28.9% | $2,596-0.5% |
| Participant deferral / active EE | $3,916 | $3,565+9.9% | $4,728-17.2% | $4,027-2.8% |
| Admin fee / account holder | $349 | $5,232-93.3% | $6,410-94.6% | $5,403-93.5% |