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 | $18,147 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $27,212 | $52,953-48.6% | $172,739-84.2% | $65,185-58.3% |
| Participation rate | 39.1% | 66.2%-27.1pp | 82.6%-43.5pp | 70.2%-31.1pp |
| Annual return | 20.38% | 30.12%-9.7pp | 802.84%-782.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $464 | $2,190-78.8% | $5,143-91.0% | $2,177-78.7% |
| Participant deferral / active EE | $1,053 | $2,471-57.4% | $5,198-79.7% | $3,514-70.0% |
| Admin fee / account holder | $165 | $472-65.0% | $13,954-98.8% | $847-80.5% |