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 7-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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $22,184 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $8,579 |
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 | $25,290 | $29,548-14.4% | $56,411-55.2% | $77,643-67.4% |
| Participation rate | 50.0% | 32.7%+17.3pp | 52.5%-2.5pp | 70.6%-20.6pp |
| Annual return | 12.89% | 19.01%-6.1pp | 1701.33%-1688.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $795 | $568+40.0% | $1,039-23.5% | $2,726-70.8% |
| Participant deferral / active EE | $1,188 | $1,061+12.0% | $1,952-39.1% | $4,647-74.4% |
| Admin fee / account holder | $208 | $1,046-80.1% | $2,829-92.6% | $430-51.6% |