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 7-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 | $2,255 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,080 |
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 | $30,996 | $58,512-47.0% | $84,015-63.1% | $72,985-57.5% |
| Participation rate | 84.9% | 61.2%+23.7pp | 69.0%+15.9pp | 69.5%+15.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $656 | $1,163-43.6% | $1,983-66.9% | $2,440-73.1% |
| Participant deferral / active EE | $3,481 | $2,394+45.4% | $3,239+7.5% | $3,607-3.5% |
| Admin fee / account holder | $232 | $4,569-94.9% | $6,101-96.2% | $5,124-95.5% |