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 | $29,223 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,258 | $30,588+8.7% | $53,898-38.3% | $85,563-61.1% |
| Participation rate | 17.2% | 26.3%-9.1pp | 55.0%-37.8pp | 66.0%-48.8pp |
| Annual return | 16.07% | 50.42%-34.3pp | 528.60%-512.5pp | 31.51%-15.4pp |
| Employer contribution / active EE | $489 | $436+12.2% | $932-47.5% | $2,654-81.6% |
| Participant deferral / active EE | $954 | $848+12.5% | $1,826-47.8% | $4,375-78.2% |
| Admin fee / account holder | $194 | $1,879-89.7% | $2,491-92.2% | $834-76.7% |