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 4-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 INS Service code 15 · EIN 36-6071399 | Recordkeeping | $6,868 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $6,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,680 | $37,393-68.8% | $77,024-84.8% | $66,914-82.5% |
| Participation rate | 41.8% | 52.9%-11.1pp | 67.9%-26.1pp | 69.8%-28.0pp |
| Annual return | 27.17% | -3.29%+30.5pp | 42.32%-15.1pp | 1.58%+25.6pp |
| Employer contribution / active EE | $1,333 | $1,531-13.0% | $2,812-52.6% | $2,544-47.6% |
| Participant deferral / active EE | $4,195 | $2,617+60.3% | $4,426-5.2% | $4,237-1.0% |
| Admin fee / account holder | $99 | $567-82.5% | $5,425-98.2% | $593-83.3% |