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 | $6,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $5,364 | $42,772-87.5% | $87,507-93.9% | $55,167-90.3% |
| Participation rate | 68.5% | 66.5%+2.0pp | 73.8%-5.3pp | 69.0%-0.5pp |
| Annual return | 13.70% | 21.20%-7.5pp | 12.21%+1.5pp | 169.23%-155.5pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,400 | $2,342-40.2% | $3,149-55.5% | $3,054-54.2% |
| Admin fee / account holder | $42 | $461-90.8% | $4,221-99.0% | $504-91.6% |