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 Service code 15 · EIN 36-6071399 | Recordkeeping | $15,698 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,783 | $46,297-59.4% | $71,671-73.8% | $62,292-69.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.14% | 22.32%-10.2pp | 20.65%-8.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $268 | $1,412-81.0% | $2,460-89.1% | $2,042-86.9% |
| Participant deferral / active EE | $2,142 | $2,235-4.2% | $3,438-37.7% | $3,169-32.4% |
| Admin fee / account holder | $88 | $461-80.9% | $5,558-98.4% | $479-81.6% |