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 | $1,223 |
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 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 | $28,716 | $47,977-40.1% | $154,107-81.4% | $56,287-49.0% |
| Participation rate | 45.0% | 66.2%-21.2pp | 83.0%-38.0pp | 69.9%-24.9pp |
| Annual return | -4.08% | 3.54%-7.6pp | 735.12%-739.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $539 | $2,169-75.1% | $5,298-89.8% | $2,111-74.4% |
| Participant deferral / active EE | $1,987 | $2,392-16.9% | $5,081-60.9% | $3,350-40.7% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |