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 | $15,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,733 | $67,606-23.5% | $82,313-37.2% | $70,131-26.2% |
| Participation rate | 54.4% | 72.8%-18.3pp | 76.9%-22.5pp | 69.5%-15.1pp |
| Annual return | 10.97% | 21.57%-10.6pp | 25.88%-14.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $485 | $1,755-72.4% | $2,428-80.0% | $2,342-79.3% |
| Participant deferral / active EE | $4,159 | $2,987+39.2% | $3,706+12.2% | $3,332+24.8% |
| Admin fee / account holder | $153 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |