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 | $14,218 |
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.
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 | $20,808 | $53,901-61.4% | $134,143-84.5% | $73,488-71.7% |
| Participation rate | 58.5% | 62.8%-4.3pp | 72.2%-13.6pp | 70.7%-12.1pp |
| Annual return | 6.08% | 15.82%-9.7pp | 36.33%-30.2pp | 28.51%-22.4pp |
| Employer contribution / active EE | $895 | $1,458-38.7% | $3,704-75.8% | $2,270-60.6% |
| Participant deferral / active EE | $1,424 | $2,739-48.0% | $3,499-59.3% | $3,740-61.9% |
| Admin fee / account holder | $73 | $581-87.4% | $6,684-98.9% | $513-85.7% |