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 7-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 CO Service code 15 · EIN 36-6071399 | Recordkeeping | $50,066 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $23,105 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,575 | $58,926+16.4% | $97,226-29.5% | $74,495-7.9% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.2%-11.6pp |
| Annual return | 12.40% | 16.04%-3.6pp | 75.13%-62.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,157 | $1,894+13.9% | $2,729-21.0% | $2,623-17.8% |
| Participant deferral / active EE | $4,213 | $3,664+15.0% | $4,264-1.2% | $4,346-3.1% |
| Admin fee / account holder | $563 | $1,974-71.5% | $5,654-90.0% | $1,942-71.0% |