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 CO Service code 15 · EIN 36-6071399 | Recordkeeping | $25,732 |
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.)
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 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 | $28,310 | $58,879-51.9% | $178,490-84.1% | $73,488-61.5% |
| Participation rate | 47.3% | 66.2%-18.9pp | 81.9%-34.6pp | 70.7%-23.4pp |
| Annual return | 16.19% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $449 | $2,236-79.9% | $5,011-91.0% | $2,270-80.2% |
| Participant deferral / active EE | $1,283 | $2,567-50.0% | $5,202-75.3% | $3,740-65.7% |
| Admin fee / account holder | $336 | $400-16.1% | $13,984-97.6% | $513-34.6% |