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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $25,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,067 | $52,293-59.7% | $178,490-88.2% | $73,409-71.3% |
| Participation rate | 26.8% | 65.3%-38.5pp | 81.9%-55.1pp | 72.2%-45.4pp |
| Annual return | 19.86% | 34.75%-14.9pp | 151.07%-131.2pp | 59.29%-39.4pp |
| Employer contribution / active EE | $492 | $1,735-71.6% | $5,011-90.2% | $2,234-78.0% |
| Participant deferral / active EE | $747 | $2,332-68.0% | $5,202-85.6% | $3,805-80.4% |
| Admin fee / account holder | $102 | $127-20.0% | $13,984-99.3% | $158-35.5% |