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 8-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 16 · EIN 59-2937883 | Consulting | $39,420 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,718 | $79,171+17.1% | $102,423-9.5% | $74,495+24.5% |
| Participation rate | 55.1% | 74.8%-19.7pp | 76.5%-21.3pp | 67.2%-12.1pp |
| Annual return | 11.65% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,550 | $2,362-34.4% | $3,023-48.7% | $2,623-40.9% |
| Participant deferral / active EE | $2,997 | $4,415-32.1% | $5,053-40.7% | $4,346-31.0% |
| Admin fee / account holder | $383 | $2,001-80.8% | $9,451-95.9% | $1,942-80.3% |