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 7-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $24,472 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $6,156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,297 | $66,310-61.8% | $93,606-73.0% | $65,185-61.2% |
| Participation rate | 91.0% | 74.0%+17.0pp | 75.8%+15.1pp | 70.2%+20.8pp |
| Annual return | 24.92% | 42.58%-17.7pp | 32.76%-7.8pp | 29.38%-4.5pp |
| Employer contribution / active EE | $629 | $2,012-68.7% | $2,718-76.9% | $2,177-71.1% |
| Participant deferral / active EE | $3,533 | $3,342+5.7% | $4,069-13.2% | $3,514+0.5% |
| Admin fee / account holder | $215 | $6,897-96.9% | $7,888-97.3% | $847-74.6% |