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 3-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 15 · EIN 62-1874769 | Recordkeeping | $7,156 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $4,771 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,313 | $51,045-93.5% | $70,515-95.3% | $71,457-95.4% |
| Participation rate | 85.1% | 59.4%+25.7pp | 68.3%+16.8pp | 67.9%+17.2pp |
| Annual return | 17.58% | 42.63%-25.0pp | 32.77%-15.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $397 | $1,790-77.8% | $2,973-86.7% | $2,588-84.7% |
| Participant deferral / active EE | $2,098 | $3,026-30.7% | $4,567-54.0% | $4,289-51.1% |
| Admin fee / account holder | $91 | $1,994-95.4% | $6,412-98.6% | $1,587-94.3% |