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 | $26,627 |
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 | $35,767 | $47,456-24.6% | $172,739-79.3% | $77,787-54.0% |
| Participation rate | 35.2% | 66.3%-31.1pp | 82.6%-47.5pp | 73.2%-38.0pp |
| Annual return | 23.25% | 35.57%-12.3pp | 802.84%-779.6pp | 32.57%-9.3pp |
| Employer contribution / active EE | $463 | $1,574-70.6% | $5,143-91.0% | $2,504-81.5% |
| Participant deferral / active EE | $933 | $2,560-63.5% | $5,198-82.0% | $3,967-76.5% |
| Admin fee / account holder | $49 | $81-40.0% | $13,954-99.7% | $100-51.5% |