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 | $57,467 |
Service code 15 · EIN 45-1484983 | Recordkeeping | $21,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,943 | $59,417-26.0% | $93,606-53.1% | $74,495-41.0% |
| Participation rate | 80.7% | 59.7%+21.0pp | 68.7%+12.0pp | 67.2%+13.5pp |
| Annual return | 12.77% | 81.83%-69.1pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,036 | $1,264+61.1% | $2,420-15.9% | $2,623-22.4% |
| Participant deferral / active EE | $4,331 | $3,050+42.0% | $4,411-1.8% | $4,346-0.3% |
| Admin fee / account holder | $487 | $3,021-83.9% | $8,285-94.1% | $1,942-74.9% |