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 | $7,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,169 | $85,713+8.7% | $86,677+7.5% | - |
| Participation rate | 39.4% | 72.2%-32.8pp | 76.6%-37.2pp | - |
| Annual return | -18.85% | -20.12%+1.3pp | 35.91%-54.8pp | - |
| Employer contribution / active EE | $1,225 | $1,789-31.5% | $2,836-56.8% | - |
| Participant deferral / active EE | $2,690 | $3,318-18.9% | $4,656-42.2% | - |
| Admin fee / account holder | $134 | $28,935-99.5% | $7,493-98.2% | - |