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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $31,656 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,570 | $155,795-88.1% | $136,294-86.4% | $69,631-73.3% |
| Participation rate | 87.0% | 75.2%+11.7pp | 81.9%+5.1pp | 70.7%+16.3pp |
| Annual return | 17.19% | 232464.33%-232447.1pp | 5155.94%-5138.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,432 | $2,991-52.1% | $4,695-69.5% | $2,032-29.5% |
| Participant deferral / active EE | $2,088 | $5,394-61.3% | $6,247-66.6% | $3,224-35.2% |
| Admin fee / account holder | $37 | $128-71.0% | $9,243-99.6% | $110-66.3% |