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 | $42,400 |
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 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 | $5,292 | $39,819-86.7% | $67,834-92.2% | $57,658-90.8% |
| Participation rate | 61.8% | 61.2%+0.6pp | 68.8%-7.0pp | 70.2%-8.4pp |
| Annual return | 6.63% | 9.19%-2.6pp | 138.47%-131.8pp | 5.13%+1.5pp |
| Employer contribution / active EE | $621 | $1,277-51.3% | $2,403-74.1% | $1,974-68.5% |
| Participant deferral / active EE | $1,215 | $2,209-45.0% | $3,160-61.5% | $3,061-60.3% |
| Admin fee / account holder | $37 | $84-55.6% | $4,622-99.2% | $95-60.7% |