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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $30,441 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,025 |
TG BENEFITS, INC.2 years Service code 15 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Recordkeeping | $8,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,695 | $99,957-44.3% | $149,696-62.8% | $73,488-24.2% |
| Participation rate | 40.6% | 75.7%-35.1pp | 82.5%-41.9pp | 70.7%-30.1pp |
| Annual return | 32.48% | 53.87%-21.4pp | 276.60%-244.1pp | 28.51%+4.0pp |
| Employer contribution / active EE | $489 | $3,191-84.7% | $4,644-89.5% | $2,270-78.5% |
| Participant deferral / active EE | $962 | $6,073-84.2% | $6,842-85.9% | $3,740-74.3% |
| Admin fee / account holder | $447 | $551-18.9% | $9,309-95.2% | $513-12.9% |