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 | $37,360 |
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 | $46,170 | $101,317-54.4% | $146,958-68.6% | $74,495-38.0% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 14.49% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,458 | $3,810-35.5% | $4,933-50.2% | $2,623-6.3% |
| Participant deferral / active EE | $7,220 | $7,303-1.1% | $8,070-10.5% | $4,346+66.1% |
| Admin fee / account holder | $261 | $1,739-85.0% | $12,998-98.0% | $1,942-86.5% |