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 | $7,140 |
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).
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 | $89,822 | $65,376+37.4% | $87,100+3.1% | $65,185+37.8% |
| Participation rate | 33.3% | 75.3%-42.0pp | 76.9%-43.5pp | 70.2%-36.9pp |
| Annual return | 20.41% | 31.27%-10.9pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $896 | $1,822-50.9% | $2,521-64.5% | $2,177-58.9% |
| Participant deferral / active EE | $2,055 | $3,388-39.3% | $4,049-49.2% | $3,514-41.5% |
| Admin fee / account holder | $110 | $520-78.9% | $7,497-98.5% | $847-87.0% |