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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $13,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,760 | $39,798-67.9% | $67,711-81.2% | $59,632-78.6% |
| Participation rate | 38.9% | 57.4%-18.4pp | 67.5%-28.6pp | 68.7%-29.7pp |
| Annual return | -0.29% | 89.94%-90.2pp | 25.41%-25.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $961 | $1,393-31.0% | $2,559-62.4% | $2,203-56.4% |
| Participant deferral / active EE | $1,389 | $2,335-40.5% | $3,585-61.3% | $3,192-56.5% |
| Admin fee / account holder | $148 | $3,212-95.4% | $4,255-96.5% | $4,297-96.5% |