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 | $1,540 |
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 | $70,373 | $50,385+39.7% | $75,670-7.0% | $62,292+13.0% |
| Participation rate | 50.6% | 67.7%-17.1pp | 72.3%-21.8pp | 69.5%-18.9pp |
| Annual return | 21.71% | 19.90%+1.8pp | 27.34%-5.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,949 | $1,537+26.8% | $2,352-17.1% | $2,042-4.6% |
| Participant deferral / active EE | $2,632 | $2,445+7.6% | $3,142-16.2% | $3,169-17.0% |
| Admin fee / account holder | $13 | $384-96.6% | $5,800-99.8% | $479-97.3% |