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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,383 | $80,753+16.9% | $136,294-30.8% | $62,292+51.5% |
| Participation rate | 45.2% | 73.5%-28.3pp | 81.9%-36.7pp | 69.5%-24.3pp |
| Annual return | 13.69% | 35.83%-22.1pp | 5155.94%-5142.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $519 | $2,884-82.0% | $4,695-89.0% | $2,042-74.6% |
| Participant deferral / active EE | $5,190 | $5,164+0.5% | $6,247-16.9% | $3,169+63.8% |
| Admin fee / account holder | $220 | $525-58.2% | $9,243-97.6% | $479-54.1% |