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 | $27,349 |
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).
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 | $21,244 | $33,067-35.8% | $76,523-72.2% | $56,287-62.3% |
| Participation rate | 52.8% | 55.4%-2.6pp | 68.0%-15.2pp | 69.9%-17.1pp |
| Annual return | -6.92% | 2.72%-9.6pp | -0.27%-6.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $789 | $1,200-34.2% | $2,647-70.2% | $2,111-62.6% |
| Participant deferral / active EE | $2,371 | $2,240+5.9% | $3,835-38.2% | $3,350-29.2% |
| Admin fee / account holder | $189 | $537-64.9% | $4,848-96.1% | $521-63.8% |