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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,566 |
FREEDMAN BENEFITS GROUP1 year Service code 15 · EIN 26-4730595 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,157 | $46,732-35.5% | $156,549-80.7% | $55,167-45.3% |
| Participation rate | 56.6% | 65.8%-9.2pp | 84.0%-27.5pp | 69.0%-12.4pp |
| Annual return | 5.36% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $727 | $2,105-65.4% | $5,501-86.8% | $1,963-62.9% |
| Participant deferral / active EE | $2,686 | $2,204+21.9% | $4,871-44.8% | $3,054-12.0% |
| Admin fee / account holder | $65 | $418-84.5% | $13,027-99.5% | $504-87.2% |