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 | $43,091 |
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 | $33,961 | $80,731-57.9% | $103,374-67.1% | $74,546-54.4% |
| Participation rate | 86.9% | 65.7%+21.2pp | 74.5%+12.4pp | 67.2%+19.7pp |
| Annual return | 13.36% | 27.56%-14.2pp | 24.89%-11.5pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,900 | $3,158-39.8% | $3,869-50.9% | $2,624-27.6% |
| Participant deferral / active EE | $3,611 | $3,860-6.5% | $5,058-28.6% | $4,347-17.0% |
| Admin fee / account holder | $243 | $2,369-89.8% | $8,394-97.1% | $1,944-87.5% |