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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $10,241 |
Service code 35 · EIN 31-1162504 | Employee (plan sponsor) | $9,657 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,668 | $48,076-46.6% | $78,689-67.4% | $62,891-59.2% |
| Participation rate | 53.1% | 65.2%-12.1pp | 73.6%-20.5pp | 69.3%-16.2pp |
| Annual return | 6.78% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $425 | $2,015-78.9% | $2,851-85.1% | $2,281-81.4% |
| Participant deferral / active EE | $1,327 | $2,588-48.7% | $3,517-62.3% | $3,203-58.6% |
| Admin fee / account holder | $199 | $3,207-93.8% | $4,510-95.6% | $4,296-95.4% |