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 | $6,227 |
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).
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 | $44,987 | $63,346-29.0% | $92,233-51.2% | $70,131-35.9% |
| Participation rate | 63.3% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.2pp |
| Annual return | 17.59% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,358 | $2,471-45.0% | $3,679-63.1% | $2,342-42.0% |
| Participant deferral / active EE | $3,399 | $2,854+19.1% | $3,897-12.8% | $3,332+2.0% |
| Admin fee / account holder | $54 | $3,840-98.6% | $5,194-99.0% | $4,645-98.8% |