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 | $17,094 |
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 | $26,875 | $37,213-27.8% | $156,549-82.8% | $63,975-58.0% |
| Participation rate | 31.6% | 65.0%-33.4pp | 84.0%-52.4pp | 71.1%-39.5pp |
| Annual return | 7.85% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $446 | $1,357-67.1% | $5,501-91.9% | $2,182-79.5% |
| Participant deferral / active EE | $871 | $2,070-57.9% | $4,871-82.1% | $3,356-74.0% |
| Admin fee / account holder | $37 | $56-33.7% | $13,027-99.7% | $70-47.0% |