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 | $10,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,836 | $33,914-15.0% | $63,412-54.5% | $52,331-44.9% |
| Participation rate | 57.7% | 59.6%-1.9pp | 67.1%-9.4pp | 68.1%-10.4pp |
| Annual return | -0.92% | 3.22%-4.1pp | 4.04%-5.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,586 | $1,121+41.5% | $1,814-12.6% | $1,882-15.7% |
| Participant deferral / active EE | $2,183 | $1,733+25.9% | $2,496-12.5% | $3,022-27.8% |
| Admin fee / account holder | $81 | $353-77.1% | $3,753-97.8% | $592-86.3% |