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 | $4,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,245 | $66,180-54.3% | $118,746-74.5% | $62,292-51.4% |
| Participation rate | 60.5% | 71.3%-10.8pp | 78.3%-17.8pp | 69.5%-9.0pp |
| Annual return | 33.62% | 60.89%-27.3pp | 24.54%+9.1pp | 28.90%+4.7pp |
| Employer contribution / active EE | $442 | $3,183-86.1% | $4,193-89.5% | $2,042-78.4% |
| Participant deferral / active EE | $4,058 | $4,247-4.4% | $5,332-23.9% | $3,169+28.1% |
| Admin fee / account holder | $35 | $753-95.4% | $10,720-99.7% | $479-92.7% |