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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,576 |
Service code 15 · EIN 27-3853858 | Recordkeeping | $2,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,396 | $36,321-82.4% | $89,391-92.8% | $106,222-94.0% |
| Participation rate | 1.3% | 29.8%-28.5pp | 68.0%-66.7pp | 70.8%-69.5pp |
| Annual return | 30.84% | 24.00%+6.8pp | 245.62%-214.8pp | 21.69%+9.2pp |
| Employer contribution / active EE | $0 | $507-100.0% | $2,586-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $25 | $1,286-98.1% | $3,890-99.4% | $4,600-99.5% |
| Admin fee / account holder | $38 | $78-51.7% | $4,881-99.2% | $78-52.1% |