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 | $28,067 |
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 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 | $33,293 | $36,767-9.4% | $81,478-59.1% | $62,292-46.6% |
| Participation rate | 40.2% | 54.4%-14.2pp | 68.0%-27.7pp | 69.5%-29.3pp |
| Annual return | 15.43% | 173.80%-158.4pp | 38.78%-23.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $751 | $1,128-33.5% | $2,568-70.8% | $2,042-63.2% |
| Participant deferral / active EE | $965 | $2,111-54.3% | $3,537-72.7% | $3,169-69.5% |
| Admin fee / account holder | $299 | $797-62.5% | $4,561-93.5% | $479-37.7% |