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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $53,199 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,217 | $40,385-7.8% | $80,569-53.8% | $74,419-50.0% |
| Participation rate | 30.3% | 47.4%-17.2pp | 67.0%-36.7pp | 70.7%-40.5pp |
| Annual return | 18.45% | 164.85%-146.4pp | 935.43%-917.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $691 | $1,496-53.8% | $2,723-74.6% | $2,637-73.8% |
| Participant deferral / active EE | $1,867 | $2,674-30.2% | $4,447-58.0% | $4,528-58.8% |
| Admin fee / account holder | $191 | $720-73.5% | $5,377-96.5% | $348-45.2% |