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 | $17,792 |
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 | $21,373 | $47,977-55.5% | $154,107-86.1% | $56,287-62.0% |
| Participation rate | 49.7% | 66.2%-16.5pp | 83.0%-33.3pp | 69.9%-20.2pp |
| Annual return | -6.39% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $423 | $2,169-80.5% | $5,298-92.0% | $2,111-80.0% |
| Participant deferral / active EE | $929 | $2,392-61.2% | $5,081-81.7% | $3,350-72.3% |
| Admin fee / account holder | $162 | $438-63.1% | $13,411-98.8% | $521-69.0% |