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 4-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $48,335 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $20,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,053 | $48,335+5.6% | $121,098-57.8% | $71,457-28.6% |
| Participation rate | 79.3% | 54.3%+25.0pp | 69.5%+9.8pp | 67.9%+11.3pp |
| Annual return | 34.73% | 23.32%+11.4pp | 985.75%-951.0pp | 28.85%+5.9pp |
| Employer contribution / active EE | $4,645 | $1,489+212.0% | $4,164+11.6% | $2,588+79.5% |
| Participant deferral / active EE | $10,443 | $2,754+279.2% | $4,080+156.0% | $4,289+143.5% |
| Admin fee / account holder | $353 | $1,841-80.8% | $5,644-93.7% | $1,587-77.8% |