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 | $48,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,213 | $28,416-35.9% | $73,545-75.2% | $69,631-73.8% |
| Participation rate | 53.5% | 38.3%+15.2pp | 54.9%-1.4pp | 70.7%-17.2pp |
| Annual return | 13.77% | -694.13%+707.9pp | -15.16%+28.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $488 | $430+13.5% | $1,219-59.9% | $2,032-76.0% |
| Participant deferral / active EE | $745 | $897-17.0% | $1,806-58.8% | $3,224-76.9% |
| Admin fee / account holder | $101 | $104-3.6% | $2,320-95.7% | $110-9.0% |