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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $24,055 |
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).
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 | $21,419 | $36,767-41.7% | $81,478-73.7% | $62,292-65.6% |
| Participation rate | 47.5% | 54.4%-7.0pp | 68.0%-20.5pp | 69.5%-22.0pp |
| Annual return | 61.75% | 173.80%-112.0pp | 38.78%+23.0pp | 28.90%+32.9pp |
| Employer contribution / active EE | $538 | $1,128-52.3% | $2,568-79.1% | $2,042-73.7% |
| Participant deferral / active EE | $1,933 | $2,111-8.4% | $3,537-45.3% | $3,169-39.0% |
| Admin fee / account holder | $197 | $797-75.3% | $4,561-95.7% | $479-58.9% |