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 36-6071399 | Recordkeeping | $33,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,446 | $65,061-57.8% | $143,757-80.9% | $66,914-59.0% |
| Participation rate | 37.7% | 65.2%-27.5pp | 80.3%-42.6pp | 69.8%-32.1pp |
| Annual return | -17.59% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $387 | $2,361-83.6% | $4,951-92.2% | $2,544-84.8% |
| Participant deferral / active EE | $1,076 | $2,919-63.2% | $5,637-80.9% | $4,237-74.6% |
| Admin fee / account holder | $514 | $502+2.5% | $14,673-96.5% | $593-13.3% |