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 4-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 | $47,350 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $19,287 |
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 | $36,433 | $59,805-39.1% | $79,550-54.2% | $68,494-46.8% |
| Participation rate | 90.4% | 61.1%+29.4pp | 69.5%+20.9pp | 67.9%+22.5pp |
| Annual return | -14.21% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,697 | $1,505+79.2% | $2,413+11.8% | $2,596+3.9% |
| Participant deferral / active EE | $5,688 | $3,024+88.1% | $3,985+42.7% | $4,027+41.2% |
| Admin fee / account holder | $433 | $4,835-91.0% | $6,832-93.7% | $5,403-92.0% |