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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,996 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,334 |
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 | $61,769 | $49,451+24.9% | $79,550-22.4% | $66,914-7.7% |
| Participation rate | 35.9% | 61.3%-25.5pp | 69.5%-33.6pp | 69.8%-33.9pp |
| Annual return | -14.94% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,181 | $1,266-6.7% | $2,413-51.1% | $2,544-53.6% |
| Participant deferral / active EE | $1,952 | $3,159-38.2% | $3,985-51.0% | $4,237-53.9% |
| Admin fee / account holder | $616 | $595+3.6% | $6,832-91.0% | $593+3.8% |