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 7-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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $33,783 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,040 | $84,487-69.2% | $125,339-79.2% | $66,914-61.1% |
| Participation rate | 76.0% | 76.4%-0.4pp | 82.4%-6.4pp | 69.8%+6.2pp |
| Annual return | -26.00% | -8.39%-17.6pp | 572.05%-598.1pp | 1.58%-27.6pp |
| Employer contribution / active EE | $1,558 | $3,553-56.1% | $4,814-67.6% | $2,544-38.8% |
| Participant deferral / active EE | $7,922 | $6,781+16.8% | $7,446+6.4% | $4,237+87.0% |
| Admin fee / account holder | $252 | $685-63.2% | $10,010-97.5% | $593-57.5% |