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 | $48,499 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $25,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,408 | $49,451+30.2% | $79,550-19.0% | $66,914-3.7% |
| Participation rate | 63.3% | 61.3%+2.0pp | 69.5%-6.2pp | 69.8%-6.5pp |
| Annual return | -4.19% | 84.25%-88.4pp | 0.16%-4.4pp | 1.58%-5.8pp |
| Employer contribution / active EE | $652 | $1,266-48.5% | $2,413-73.0% | $2,544-74.4% |
| Participant deferral / active EE | $4,848 | $3,159+53.5% | $3,985+21.7% | $4,237+14.4% |
| Admin fee / account holder | $623 | $595+4.8% | $6,832-90.9% | $593+5.1% |