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 6-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 |
|---|---|---|
Service code 15 · EIN 59-2438373 | Recordkeeping | $7,532 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,169 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,779 | $54,237-83.8% | $90,281-90.3% | $67,579-87.0% |
| Participation rate | 79.4% | 68.6%+10.8pp | 73.3%+6.1pp | 71.3%+8.1pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.10%-78.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $885 | $1,846-52.1% | $2,854-69.0% | $2,148-58.8% |
| Participant deferral / active EE | $1,636 | $2,625-37.7% | $3,885-57.9% | $3,539-53.8% |
| Admin fee / account holder | $28 | $123-77.6% | $5,351-99.5% | $142-80.6% |