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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $28,438 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $18,225 |
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 | $18,371 | $55,415-66.8% | $155,509-88.2% | $74,495-75.3% |
| Participation rate | 53.7% | 61.9%-8.2pp | 78.2%-24.5pp | 67.2%-13.5pp |
| Annual return | 12.41% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $360 | $2,267-84.1% | $4,672-92.3% | $2,623-86.3% |
| Participant deferral / active EE | $3,099 | $2,836+9.3% | $5,626-44.9% | $4,346-28.7% |
| Admin fee / account holder | $181 | $1,738-89.6% | $15,912-98.9% | $1,942-90.7% |