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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,361 | $46,732-41.5% | $156,549-82.5% | $55,167-50.4% |
| Participation rate | 20.7% | 65.8%-45.1pp | 84.0%-63.3pp | 69.0%-48.3pp |
| Annual return | 6.36% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $672 | $2,105-68.1% | $5,501-87.8% | $1,963-65.8% |
| Participant deferral / active EE | $1,322 | $2,204-40.0% | $4,871-72.9% | $3,054-56.7% |
| Admin fee / account holder | $84 | $418-80.0% | $13,027-99.4% | $504-83.4% |