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 | $9,679 |
BENEFITS ADMINISTRATORS, LLC2+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,179 | $61,616-65.6% | $105,722-80.0% | $55,167-61.6% |
| Participation rate | 55.8% | 72.9%-17.2pp | 78.9%-23.1pp | 69.0%-13.2pp |
| Annual return | 6.30% | 11.15%-4.8pp | 12.25%-5.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $780 | $3,043-74.4% | $4,079-80.9% | $1,963-60.2% |
| Participant deferral / active EE | $1,660 | $4,213-60.6% | $5,326-68.8% | $3,054-45.7% |
| Admin fee / account holder | $78 | $379-79.3% | $8,308-99.1% | $504-84.5% |