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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $5,463 | $44,989-87.9% | $170,442-96.8% | $77,958-93.0% |
| Participation rate | 58.1% | 64.6%-6.5pp | 83.6%-25.5pp | 71.6%-13.6pp |
| Annual return | 14.51% | 19.61%-5.1pp | 205.93%-191.4pp | 20.87%-6.4pp |
| Employer contribution / active EE | $30 | $1,466-98.0% | $5,433-99.5% | $2,310-98.7% |
| Participant deferral / active EE | $669 | $2,208-69.7% | $4,939-86.5% | $3,537-81.1% |
| Admin fee / account holder | $9 | $69-86.8% | $13,880-99.9% | $97-90.6% |