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 Service code 15 · EIN 36-6071399 | Recordkeeping | $35,952 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $19,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,472 | $46,464+58.1% | $150,298-51.1% | $79,634-7.7% |
| Participation rate | 15.5% | 57.0%-41.5pp | 77.8%-62.3pp | 62.5%-47.0pp |
| Annual return | 17.49% | 27.89%-10.4pp | 62.79%-45.3pp | 36.46%-19.0pp |
| Employer contribution / active EE | $659 | $1,512-56.4% | $4,154-84.1% | $2,529-73.9% |
| Participant deferral / active EE | $1,303 | $2,157-39.6% | $5,453-76.1% | $3,835-66.0% |
| Admin fee / account holder | $482 | $891-45.9% | $14,116-96.6% | $1,002-51.9% |