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 | $5,381 |
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.
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 | $23,928 | $73,102-67.3% | $123,544-80.6% | $56,287-57.5% |
| Participation rate | 37.4% | 74.3%-36.9pp | 82.3%-44.9pp | 69.9%-32.5pp |
| Annual return | -6.23% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $952 | $2,977-68.0% | $4,628-79.4% | $2,111-54.9% |
| Participant deferral / active EE | $2,085 | $5,423-61.6% | $6,426-67.6% | $3,350-37.8% |
| Admin fee / account holder | $68 | $554-87.7% | $9,284-99.3% | $521-86.9% |