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 | $20,888 |
Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,731 | $37,134-36.1% | $100,671-76.4% | $52,331-54.7% |
| Participation rate | 49.1% | 57.7%-8.6pp | 70.7%-21.6pp | 68.1%-19.0pp |
| Annual return | -1.57% | 0.10%-1.7pp | 20.43%-22.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,315 | $2,163-39.2% | $3,144-58.2% | $3,022-56.5% |
| Admin fee / account holder | $154 | $467-67.1% | $4,850-96.8% | $592-74.0% |