See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $45,320 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,172 | $40,385-89.7% | $80,569-94.8% | $74,419-94.4% |
| Participation rate | 68.0% | 47.4%+20.6pp | 67.0%+1.0pp | 70.7%-2.7pp |
| Annual return | 16.69% | 164.85%-148.2pp | 935.43%-918.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,844 | $2,674+43.7% | $4,447-13.6% | $4,528-15.1% |
| Admin fee / account holder | $35 | $720-95.1% | $5,377-99.3% | $348-89.8% |