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 8-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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $17,658 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,418 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,167 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 38.64% | 166.71%-128.1pp | 134.42%-95.8pp | 372.94%-334.3pp |
| Employer contribution / active EE | $43,591 | $5,474+696.3% | $4,818+804.8% | $4,751+817.6% |
| Participant deferral / active EE | $137,366 | $6,519+2007.3% | $5,680+2318.4% | $6,710+1947.1% |
| Admin fee / account holder | $119 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |