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 | $10,271 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,316 | $25,723+56.7% | $69,182-41.7% | $55,167-26.9% |
| Participation rate | 40.5% | 39.4%+1.1pp | 55.1%-14.6pp | 69.0%-28.5pp |
| Annual return | 5.18% | 9.56%-4.4pp | -21.93%+27.1pp | 169.23%-164.0pp |
| Employer contribution / active EE | $252 | $480-47.6% | $1,206-79.1% | $1,963-87.2% |
| Participant deferral / active EE | $1,296 | $963+34.5% | $1,897-31.7% | $3,054-57.6% |
| Admin fee / account holder | $161 | $365-56.0% | $2,697-94.0% | $504-68.1% |