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 6-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $39,238 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,700 | $79,184-94.1% | $102,438-95.4% | $74,546-93.7% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 14.16% | 54.95%-40.8pp | 29.37%-15.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $985 | $2,362-58.3% | $3,024-67.4% | $2,624-62.5% |
| Participant deferral / active EE | $3,046 | $4,414-31.0% | $5,054-39.7% | $4,347-29.9% |
| Admin fee / account holder | $89 | $2,001-95.5% | $9,448-99.1% | $1,944-95.4% |