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 | $5,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,125 | $80,753-65.2% | $136,294-79.4% | $62,292-54.8% |
| Participation rate | 53.8% | 73.5%-19.7pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 17.48% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,153 | $2,884-60.0% | $4,695-75.4% | $2,042-43.5% |
| Participant deferral / active EE | $3,245 | $5,164-37.2% | $6,247-48.1% | $3,169+2.4% |
| Admin fee / account holder | $29 | $525-94.4% | $9,243-99.7% | $479-93.9% |