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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,505 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $5,689 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,103 | $48,265-66.6% | $68,791-76.6% | $68,494-76.5% |
| Participation rate | 31.6% | 60.7%-29.0pp | 69.0%-37.4pp | 67.9%-36.3pp |
| Annual return | -14.19% | -12.71%-1.5pp | -6.38%-7.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $514 | $2,867-82.1% | $3,941-87.0% | $4,027-87.2% |
| Admin fee / account holder | $287 | $4,355-93.4% | $4,932-94.2% | $5,403-94.7% |