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 9-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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $17,351 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,718 | $37,393-15.2% | $77,024-58.8% | $66,914-52.6% |
| Participation rate | 55.8% | 52.9%+3.0pp | 67.9%-12.1pp | 69.8%-14.0pp |
| Annual return | -19.87% | -3.29%-16.6pp | 42.32%-62.2pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,355 | $1,531-11.5% | $2,812-51.8% | $2,544-46.7% |
| Participant deferral / active EE | $2,969 | $2,617+13.4% | $4,426-32.9% | $4,237-29.9% |
| Admin fee / account holder | $245 | $567-56.8% | $5,425-95.5% | $593-58.7% |