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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,891 |
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 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 | $26,297 | $47,977-45.2% | $154,107-82.9% | $56,287-53.3% |
| Participation rate | 46.6% | 66.2%-19.6pp | 83.0%-36.4pp | 69.9%-23.2pp |
| Annual return | 26.88% | 3.54%+23.3pp | 735.12%-708.2pp | -9.96%+36.8pp |
| Employer contribution / active EE | $421 | $2,169-80.6% | $5,298-92.1% | $2,111-80.1% |
| Participant deferral / active EE | $1,154 | $2,392-51.7% | $5,081-77.3% | $3,350-65.5% |
| Admin fee / account holder | $102 | $438-76.8% | $13,411-99.2% | $521-80.4% |