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 | $10,772 |
Service code 22 · EIN 41-0944586 | Insurance Broker | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,503 | $55,636-68.5% | $81,983-78.7% | $73,488-76.2% |
| Participation rate | 42.4% | 62.3%-19.9pp | 69.2%-26.8pp | 70.7%-28.3pp |
| Annual return | 13.39% | 19.07%-5.7pp | 41.31%-27.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,056 | $2,762-61.8% | $3,722-71.6% | $3,740-71.8% |
| Admin fee / account holder | $72 | $493-85.4% | $5,664-98.7% | $513-86.0% |