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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,688 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,998 | $46,292-24.4% | $143,757-75.7% | $64,808-46.0% |
| Participation rate | 14.8% | 64.2%-49.4pp | 80.3%-65.5pp | 71.5%-56.7pp |
| Annual return | -16.15% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $466 | $1,910-75.6% | $4,951-90.6% | $2,506-81.4% |
| Participant deferral / active EE | $1,026 | $2,646-61.2% | $5,637-81.8% | $4,310-76.2% |
| Admin fee / account holder | $319 | $154+107.2% | $14,673-97.8% | $188+69.6% |