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 | $17,798 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $11,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,781 | $41,078-37.2% | $80,569-68.0% | $71,457-63.9% |
| Participation rate | 50.6% | 50.2%+0.4pp | 67.0%-16.4pp | 67.9%-17.3pp |
| Annual return | 62.01% | 38.45%+23.6pp | 935.43%-873.4pp | 28.85%+33.2pp |
| Employer contribution / active EE | $1,791 | $1,506+19.0% | $2,723-34.2% | $2,588-30.8% |
| Participant deferral / active EE | $5,381 | $2,699+99.3% | $4,447+21.0% | $4,289+25.5% |
| Admin fee / account holder | $230 | $1,840-87.5% | $5,377-95.7% | $1,587-85.5% |