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 | $5,543 |
Service code 15 · EIN 27-1186851 | Recordkeeping | $2,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,586 | $39,819-75.9% | $67,834-85.9% | $57,658-83.4% |
| Participation rate | 29.6% | 61.2%-31.7pp | 68.8%-39.2pp | 70.2%-40.7pp |
| Annual return | 22.23% | 9.19%+13.0pp | 138.47%-116.2pp | 5.13%+17.1pp |
| Employer contribution / active EE | $1,033 | $1,277-19.1% | $2,403-57.0% | $1,974-47.7% |
| Participant deferral / active EE | $963 | $2,209-56.4% | $3,160-69.5% | $3,061-68.5% |
| Admin fee / account holder | $37 | $84-56.0% | $4,622-99.2% | $95-61.0% |