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 | $2,780 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,497 | $52,953-38.6% | $172,739-81.2% | $65,185-50.1% |
| Participation rate | 47.2% | 66.2%-19.0pp | 82.6%-35.5pp | 70.2%-23.0pp |
| Annual return | 34.26% | 30.12%+4.1pp | 802.84%-768.6pp | 29.38%+4.9pp |
| Employer contribution / active EE | $566 | $2,190-74.2% | $5,143-89.0% | $2,177-74.0% |
| Participant deferral / active EE | $2,021 | $2,471-18.2% | $5,198-61.1% | $3,514-42.5% |
| Admin fee / account holder | $25 | $472-94.7% | $13,954-99.8% | $847-97.1% |