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 | $10,159 |
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).
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 | $30,898 | $57,354-46.1% | $83,848-63.2% | $64,186-51.9% |
| Participation rate | 42.6% | 68.6%-26.1pp | 76.1%-33.6pp | 69.6%-27.0pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,251 | $2,545-50.8% | $3,631-65.5% | $2,381-47.4% |
| Participant deferral / active EE | $1,966 | $2,993-34.3% | $4,082-51.8% | $3,470-43.3% |
| Admin fee / account holder | $188 | $4,046-95.3% | $5,478-96.6% | $4,888-96.2% |