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 | $17,621 |
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).
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 | $65,435 | $70,908-7.7% | $98,907-33.8% | $73,488-11.0% |
| Participation rate | 49.7% | 73.8%-24.0pp | 76.0%-26.3pp | 70.7%-20.9pp |
| Annual return | 39.52% | 34.17%+5.4pp | 196.43%-156.9pp | 28.51%+11.0pp |
| Employer contribution / active EE | $2,060 | $2,036+1.2% | $2,689-23.4% | $2,270-9.3% |
| Participant deferral / active EE | $2,365 | $3,500-32.4% | $4,244-44.3% | $3,740-36.8% |
| Admin fee / account holder | $141 | $535-73.7% | $6,642-97.9% | $513-72.6% |