See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,896 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,582 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,317 | $81,900-44.7% | $119,609-62.1% | $68,494-33.8% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -18.79% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $815 | $2,693-69.7% | $4,232-80.7% | $2,596-68.6% |
| Participant deferral / active EE | $2,431 | $4,148-41.4% | $5,602-56.6% | $4,027-39.6% |
| Admin fee / account holder | $575 | $6,582-91.3% | $10,323-94.4% | $5,403-89.4% |