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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $42,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,653 | $25,165-73.6% | $73,545-91.0% | $77,958-91.5% |
| Participation rate | 64.5% | 36.6%+27.8pp | 54.9%+9.5pp | 71.6%-7.2pp |
| Annual return | 20.44% | 18.12%+2.3pp | -15.16%+35.6pp | 20.87%-0.4pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,196 | $898+33.3% | $1,806-33.8% | $3,537-66.2% |
| Admin fee / account holder | $39 | $76-48.0% | $2,320-98.3% | $97-59.6% |