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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $18,491 |
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 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 | $7,451 | $43,423-82.8% | $78,689-90.5% | $55,167-86.5% |
| Participation rate | 58.7% | 68.0%-9.4pp | 73.6%-14.9pp | 69.0%-10.3pp |
| Annual return | 31.37% | 11.53%+19.8pp | 62.18%-30.8pp | 169.23%-137.9pp |
| Employer contribution / active EE | $911 | $1,997-54.4% | $2,851-68.0% | $1,963-53.6% |
| Participant deferral / active EE | $1,864 | $2,509-25.7% | $3,517-47.0% | $3,054-39.0% |
| Admin fee / account holder | $73 | $416-82.6% | $4,510-98.4% | $504-85.6% |