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 | $26,635 |
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 | $25,356 | $26,114-2.9% | $58,482-56.6% | $74,419-65.9% |
| Participation rate | 20.7% | 32.1%-11.4pp | 50.9%-30.1pp | 70.7%-50.0pp |
| Annual return | 17.76% | 32.51%-14.7pp | 4239.32%-4221.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $441 | $536-17.6% | $1,053-58.1% | $2,637-83.3% |
| Participant deferral / active EE | $1,014 | $1,075-5.6% | $1,924-47.3% | $4,528-77.6% |
| Admin fee / account holder | $178 | $649-72.6% | $2,516-92.9% | $348-48.8% |