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 | $28,762 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,099 | $91,407-66.0% | $135,903-77.1% | $71,457-56.5% |
| Participation rate | 84.0% | 75.7%+8.3pp | 81.9%+2.1pp | 67.9%+16.1pp |
| Annual return | 23.09% | 29.90%-6.8pp | 68.23%-45.1pp | 28.85%-5.8pp |
| Employer contribution / active EE | $2,202 | $3,703-40.6% | $4,856-54.7% | $2,588-14.9% |
| Participant deferral / active EE | $7,077 | $7,092-0.2% | $7,758-8.8% | $4,289+65.0% |
| Admin fee / account holder | $172 | $1,266-86.4% | $10,762-98.4% | $1,587-89.1% |