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 9-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 | $11,116 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,641 |
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 | $6,189 | $76,050-91.9% | $96,544-93.6% | $71,457-91.3% |
| Participation rate | 74.0% | 74.4%-0.4pp | 76.0%-1.9pp | 67.9%+6.1pp |
| Annual return | 15.92% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,504 | $2,244-33.0% | $2,965-49.3% | $2,588-41.9% |
| Participant deferral / active EE | $2,294 | $4,215-45.6% | $4,851-52.7% | $4,289-46.5% |
| Admin fee / account holder | $114 | $2,707-95.8% | $8,252-98.6% | $1,587-92.8% |