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 | $8,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,929 | $72,607-51.9% | $90,749-61.5% | $66,914-47.8% |
| Participation rate | 57.1% | 73.7%-16.5pp | 75.7%-18.5pp | 69.8%-12.7pp |
| Annual return | -14.31% | -12.28%-2.0pp | -12.16%-2.1pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,565 | $2,369-33.9% | $2,921-46.4% | $2,544-38.5% |
| Participant deferral / active EE | $2,804 | $3,977-29.5% | $4,564-38.6% | $4,237-33.8% |
| Admin fee / account holder | $86 | $707-87.8% | $8,445-99.0% | $593-85.5% |