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 | $20,845 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,736 | $74,089-66.6% | $133,980-81.5% | $55,167-55.2% |
| Participation rate | 83.2% | 84.3%-1.1pp | 87.1%-3.9pp | 69.0%+14.2pp |
| Annual return | 6.96% | 12.11%-5.2pp | 29.30%-22.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,190 | $3,064+4.1% | $5,211-38.8% | $1,963+62.5% |
| Participant deferral / active EE | $3,749 | $4,678-19.9% | $6,282-40.3% | $3,054+22.7% |
| Admin fee / account holder | $159 | $458-65.3% | $9,324-98.3% | $504-68.4% |