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 | $49,885 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $25,875 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,673 | $54,701+21.9% | $86,188-22.6% | $71,457-6.7% |
| Participation rate | 62.8% | 60.1%+2.7pp | 69.0%-6.2pp | 67.9%-5.1pp |
| Annual return | 7.35% | 20.06%-12.7pp | 1168.45%-1161.1pp | 28.85%-21.5pp |
| Employer contribution / active EE | $577 | $1,265-54.4% | $2,380-75.8% | $2,588-77.7% |
| Participant deferral / active EE | $4,849 | $3,108+56.0% | $3,985+21.7% | $4,289+13.1% |
| Admin fee / account holder | $637 | $1,922-66.9% | $6,852-90.7% | $1,587-59.9% |