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 7-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 |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $35,741 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $24,010 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,580 |
Service code 17 · EIN 47-1014888 | Pension Consulting | $7,148 |
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.)
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 | $39,434 | $63,770-38.2% | $71,209-44.6% | $102,872-61.7% |
| Participation rate | 12.0% | 61.0%-49.0pp | 73.8%-61.8pp | 73.0%-61.0pp |
| Annual return | 19.26% | 16.01%+3.3pp | 282.51%-263.3pp | 19.06%+0.2pp |
| Employer contribution / active EE | $515 | $2,367-78.2% | $2,721-81.1% | $3,526-85.4% |
| Participant deferral / active EE | $695 | $3,587-80.6% | $4,175-83.4% | $5,535-87.4% |
| Admin fee / account holder | $364 | $220+65.5% | $5,349-93.2% | $292+24.5% |