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 4-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 | $10,014 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,946 | $30,086-37.0% | $61,373-69.1% | $64,808-70.8% |
| Participation rate | 20.3% | 36.4%-16.0pp | 52.6%-32.2pp | 71.5%-51.1pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $322 | $536-39.9% | $1,159-72.2% | $2,506-87.1% |
| Participant deferral / active EE | $681 | $1,126-39.5% | $2,125-67.9% | $4,310-84.2% |
| Admin fee / account holder | $69 | $148-53.2% | $2,130-96.7% | $188-63.1% |