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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $5,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $35,149 | $40,479-13.2% | $78,210-55.1% | $62,292-43.6% |
| Participation rate | 62.1% | 54.6%+7.5pp | 68.7%-6.6pp | 69.5%-7.4pp |
| Annual return | 12.33% | 66.31%-54.0pp | 40.90%-28.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,968 | $1,024+92.2% | $2,034-3.2% | $2,042-3.7% |
| Participant deferral / active EE | $2,573 | $1,718+49.8% | $2,823-8.8% | $3,169-18.8% |
| Admin fee / account holder | $41 | $376-89.0% | $3,758-98.9% | $479-91.4% |