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 13 · EIN 36-6071399 | Contract Administrator | $13,348 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $9,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,445 | $37,393-26.6% | $77,024-64.4% | $66,914-59.0% |
| Participation rate | 21.2% | 52.9%-31.7pp | 67.9%-46.7pp | 69.8%-48.6pp |
| Annual return | -16.46% | -3.29%-13.2pp | 42.32%-58.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,566 | $2,617-2.0% | $4,426-42.0% | $4,237-39.4% |
| Admin fee / account holder | $269 | $567-52.6% | $5,425-95.0% | $593-54.7% |