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 8-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $11,370 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $7,211 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,120 | $37,393-56.9% | $77,024-79.1% | $66,914-75.9% |
| Participation rate | 32.1% | 52.9%-20.8pp | 67.9%-35.8pp | 69.8%-37.7pp |
| Annual return | -18.31% | -3.29%-15.0pp | 42.32%-60.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,497 | $1,531-2.2% | $2,812-46.8% | $2,544-41.2% |
| Participant deferral / active EE | $3,998 | $2,617+52.8% | $4,426-9.7% | $4,237-5.6% |
| Admin fee / account holder | $192 | $567-66.2% | $5,425-96.5% | $593-67.7% |