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 | $13,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,316 | $107,440-85.7% | $105,738-85.5% | $55,725-72.5% |
| Participation rate | 74.9% | 55.5%+19.4pp | 76.3%-1.5pp | 70.9%+4.0pp |
| Annual return | 12.12% | -0.59%+12.7pp | 6.27%+5.8pp | 244.93%-232.8pp |
| Employer contribution / active EE | $983 | $1,448-32.1% | $3,268-69.9% | $2,078-52.7% |
| Participant deferral / active EE | $1,182 | $2,171-45.6% | $4,080-71.0% | $3,356-64.8% |
| Admin fee / account holder | $18 | $283-93.5% | $6,913-99.7% | $115-84.0% |