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 | $6,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,025 | $52,953-54.6% | $172,739-86.1% | $65,185-63.1% |
| Participation rate | 7.2% | 66.2%-59.0pp | 82.6%-75.4pp | 70.2%-63.0pp |
| Annual return | 20.00% | 30.12%-10.1pp | 802.84%-782.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $632 | $2,471-74.4% | $5,198-87.8% | $3,514-82.0% |
| Admin fee / account holder | $233 | $472-50.6% | $13,954-98.3% | $847-72.5% |