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 | $26,244 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $15,154 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,673 | $57,016-40.9% | $84,966-60.4% | $80,856-58.4% |
| Participation rate | 63.3% | 56.3%+7.0pp | 67.5%-4.2pp | 67.6%-4.3pp |
| Annual return | 23.43% | 21.66%+1.8pp | 66.38%-43.0pp | 35.59%-12.2pp |
| Employer contribution / active EE | $3,401 | $1,798+89.2% | $2,727+24.7% | $2,755+23.5% |
| Participant deferral / active EE | $10,275 | $3,110+230.4% | $4,519+127.4% | $4,296+139.2% |
| Admin fee / account holder | $307 | $4,980-93.8% | $6,149-95.0% | $6,918-95.6% |