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 | $14,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $34,663 | $46,100-24.8% | $86,590-60.0% | $69,631-50.2% |
| Participation rate | 16.4% | 67.2%-50.8pp | 73.5%-57.2pp | 70.7%-54.3pp |
| Annual return | 15.55% | 21.02%-5.5pp | 964.84%-949.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $365 | $2,432-85.0% | $3,609-89.9% | $3,224-88.7% |
| Admin fee / account holder | $136 | $94+45.1% | $4,906-97.2% | $110+23.3% |