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 | $9,099 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,838 | $73,004-63.2% | $90,749-70.4% | $68,494-60.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.73% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $748 | $2,193-65.9% | $2,921-74.4% | $2,596-71.2% |
| Participant deferral / active EE | $2,360 | $3,627-34.9% | $4,564-48.3% | $4,027-41.4% |
| Admin fee / account holder | $83 | $5,896-98.6% | $8,445-99.0% | $5,403-98.5% |