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 | $34,935 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,070 | $61,156-47.6% | $185,823-82.7% | $79,386-59.6% |
| Participation rate | 47.1% | 66.6%-19.6pp | 81.7%-34.6pp | 70.7%-23.6pp |
| Annual return | 14.63% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $493 | $2,321-78.7% | $5,167-90.5% | $2,427-79.7% |
| Participant deferral / active EE | $1,402 | $2,789-49.7% | $5,568-74.8% | $4,046-65.3% |
| Admin fee / account holder | $413 | $710-41.8% | $16,237-97.5% | $626-34.0% |