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 10-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,528 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $6,725 |
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 | $17,161 | $27,641-37.9% | $61,373-72.0% | $68,494-74.9% |
| Participation rate | 62.2% | 39.5%+22.7pp | 52.6%+9.6pp | 67.9%-5.7pp |
| Annual return | -17.49% | -13.24%-4.3pp | 338.61%-356.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $937 | $695+34.8% | $1,159-19.2% | $2,596-63.9% |
| Participant deferral / active EE | $1,751 | $1,263+38.6% | $2,125-17.6% | $4,027-56.5% |
| Admin fee / account holder | $235 | $2,010-88.3% | $2,130-89.0% | $5,403-95.7% |