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 | $29,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,409 | $29,546+6.3% | $56,441-44.4% | $77,671-59.6% |
| Participation rate | 46.4% | 32.7%+13.7pp | 52.5%-6.1pp | 70.6%-24.2pp |
| Annual return | 50.89% | 19.01%+31.9pp | 1704.21%-1653.3pp | 31.21%+19.7pp |
| Employer contribution / active EE | $692 | $568+21.7% | $1,039-33.4% | $2,726-74.6% |
| Participant deferral / active EE | $1,678 | $1,061+58.2% | $1,953-14.1% | $4,648-63.9% |
| Admin fee / account holder | $131 | $1,046-87.4% | $2,829-95.4% | $430-69.5% |