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 | $18,830 |
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 | $35,317 | $58,879-40.0% | $178,490-80.2% | $73,488-51.9% |
| Participation rate | 42.3% | 66.2%-23.9pp | 81.9%-39.6pp | 70.7%-28.3pp |
| Annual return | 27.64% | 24.86%+2.8pp | 151.07%-123.4pp | 28.51%-0.9pp |
| Employer contribution / active EE | $514 | $2,236-77.0% | $5,011-89.7% | $2,270-77.4% |
| Participant deferral / active EE | $1,195 | $2,567-53.5% | $5,202-77.0% | $3,740-68.0% |
| Admin fee / account holder | $171 | $400-57.2% | $13,984-98.8% | $513-66.6% |