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 | $12,437 |
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 | $41,913 | $56,095-25.3% | $178,490-76.5% | $90,288-53.6% |
| Participation rate | 27.3% | 65.6%-38.2pp | 81.9%-54.6pp | 73.4%-46.0pp |
| Annual return | 22.65% | 28.81%-6.2pp | 151.07%-128.4pp | 53.97%-31.3pp |
| Employer contribution / active EE | $379 | $1,572-75.9% | $5,011-92.4% | $2,524-85.0% |
| Participant deferral / active EE | $741 | $2,669-72.2% | $5,202-85.8% | $4,232-82.5% |
| Admin fee / account holder | $23 | $101-77.5% | $13,984-99.8% | $114-80.2% |