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 | $80,848 |
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 | $100,198 | $86,655+15.6% | $119,609-16.2% | $66,914+49.7% |
| Participation rate | 71.8% | 75.6%-3.8pp | 79.3%-7.5pp | 69.8%+2.0pp |
| Annual return | -17.09% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,010 | $2,536+18.7% | $4,232-28.9% | $2,544+18.3% |
| Participant deferral / active EE | $7,147 | $4,358+64.0% | $5,602+27.6% | $4,237+68.7% |
| Admin fee / account holder | $477 | $755-36.8% | $10,323-95.4% | $593-19.6% |