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 | $4,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,573 | $58,083-61.1% | $80,019-71.8% | $56,287-59.9% |
| Participation rate | 55.4% | 73.6%-18.2pp | 75.8%-20.4pp | 69.9%-14.4pp |
| Annual return | -6.10% | 34.61%-40.7pp | 11.22%-17.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,145 | $1,932-40.7% | $2,468-53.6% | $2,111-45.8% |
| Participant deferral / active EE | $1,961 | $3,135-37.4% | $3,686-46.8% | $3,350-41.4% |
| Admin fee / account holder | $51 | $623-91.9% | $6,521-99.2% | $521-90.3% |