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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,803 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $2,625 |
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 | $69,242 | $61,272+13.0% | $149,673-53.7% | $71,457-3.1% |
| Participation rate | 92.9% | 62.5%+30.4pp | 78.8%+14.1pp | 67.9%+24.9pp |
| Annual return | 20.13% | 35.85%-15.7pp | 134.42%-114.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,270 | $2,378-4.6% | $4,818-52.9% | $2,588-12.3% |
| Participant deferral / active EE | $4,174 | $2,917+43.1% | $5,680-26.5% | $4,289-2.7% |
| Admin fee / account holder | $312 | $1,261-75.3% | $13,210-97.6% | $1,587-80.4% |