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 | $15,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,484 | $46,722-49.7% | $130,648-82.0% | $65,185-64.0% |
| Participation rate | 48.2% | 60.9%-12.7pp | 71.7%-23.5pp | 70.2%-22.0pp |
| Annual return | 19.89% | 24.17%-4.3pp | 1708.96%-1689.1pp | 29.38%-9.5pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,282 | $2,545-49.6% | $3,603-64.4% | $3,514-63.5% |
| Admin fee / account holder | $93 | $453-79.4% | $5,464-98.3% | $847-89.0% |