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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $43,415 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $22,754 |
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.)
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 | $73,189 | $62,127+17.8% | $81,382-10.1% | $74,495-1.8% |
| Participation rate | 49.3% | 64.0%-14.7pp | 69.5%-20.2pp | 67.2%-17.9pp |
| Annual return | 15.33% | 16.48%-1.2pp | 24.73%-9.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,103 | $1,882+11.7% | $2,463-14.6% | $2,623-19.8% |
| Participant deferral / active EE | $4,344 | $3,229+34.5% | $3,883+11.9% | $4,3460% |
| Admin fee / account holder | $408 | $1,934-78.9% | $5,768-92.9% | $1,942-79.0% |