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 5-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 |
|---|---|---|
Service code 15 · EIN 45-4813650 | Recordkeeping | $9,505 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,172 | $40,385-89.7% | $80,569-94.8% | $74,419-94.4% |
| Participation rate | 33.4% | 47.4%-14.0pp | 67.0%-33.6pp | 70.7%-37.3pp |
| Annual return | 21.31% | 164.85%-143.5pp | 935.43%-914.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $448 | $1,496-70.0% | $2,723-83.5% | $2,637-83.0% |
| Participant deferral / active EE | $627 | $2,674-76.6% | $4,447-85.9% | $4,528-86.2% |
| Admin fee / account holder | $55 | $720-92.3% | $5,377-99.0% | $348-84.1% |