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 | $28,840 |
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 | $97,917 | $46,100+112.4% | $86,590+13.1% | $69,631+40.6% |
| Participation rate | 53.8% | 67.2%-13.4pp | 73.5%-19.7pp | 70.7%-16.9pp |
| Annual return | 1322.47% | 21.02%+1301.4pp | 964.84%+357.6pp | 27571.02%-26248.6pp |
| Employer contribution / active EE | $2,510 | $1,850+35.7% | $2,839-11.6% | $2,032+23.5% |
| Participant deferral / active EE | $2,108 | $2,432-13.3% | $3,609-41.6% | $3,224-34.6% |
| Admin fee / account holder | $102 | $94+9.0% | $4,906-97.9% | $110-7.4% |