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 | $16,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,869 | $55,453-60.6% | $170,442-87.2% | $62,292-64.9% |
| Participation rate | 52.8% | 66.4%-13.6pp | 83.6%-30.8pp | 69.5%-16.7pp |
| Annual return | 14.81% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $396 | $2,164-81.7% | $5,433-92.7% | $2,042-80.6% |
| Participant deferral / active EE | $956 | $2,303-58.5% | $4,939-80.6% | $3,169-69.8% |
| Admin fee / account holder | $151 | $455-66.8% | $13,880-98.9% | $479-68.5% |