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 | $5,894 |
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,386 | $70,908-52.9% | $98,907-66.2% | $73,488-54.6% |
| Participation rate | 54.8% | 73.8%-19.0pp | 76.0%-21.2pp | 70.7%-15.9pp |
| Annual return | 13.66% | 34.17%-20.5pp | 196.43%-182.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,322 | $2,036-35.1% | $2,689-50.8% | $2,270-41.7% |
| Participant deferral / active EE | $2,383 | $3,500-31.9% | $4,244-43.9% | $3,740-36.3% |
| Admin fee / account holder | $72 | $535-86.6% | $6,642-98.9% | $513-86.0% |