See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $11,088 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $9,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,204 | $91,762-83.4% | $67,502-77.5% | $77,643-80.4% |
| Participation rate | 10.7% | 75.9%-65.2pp | 72.9%-62.1pp | 70.6%-59.8pp |
| Annual return | 17.67% | 14.87%+2.8pp | 3512.12%-3494.5pp | 31.24%-13.6pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $289 | $3,903-92.6% | $4,000-92.8% | $4,647-93.8% |
| Admin fee / account holder | $150 | $176-14.6% | $3,998-96.2% | $430-65.1% |