Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $19,470 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,244 | $41,510-51.2% | $85,009-76.2% | $99,061-79.6% |
| Participation rate | 1.4% | 35.3%-33.9pp | 67.5%-66.1pp | 71.6%-70.2pp |
| Annual return | 12.72% | 17.38%-4.7pp | 66.47%-53.8pp | 17.66%-4.9pp |
| Employer contribution / active EE | $17 | $1,137-98.5% | $2,728-99.4% | $3,261-99.5% |
| Participant deferral / active EE | $47 | $2,246-97.9% | $4,522-99.0% | $5,331-99.1% |
| Admin fee / account holder | $133 | $175-24.2% | $6,153-97.8% | $109+21.9% |