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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,417 |
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 | $32,106 | $63,299-49.3% | $91,001-64.7% | $62,292-48.5% |
| Participation rate | 56.6% | 73.3%-16.7pp | 75.6%-19.0pp | 69.5%-12.9pp |
| Annual return | 18.64% | 20.99%-2.4pp | 4.60%+14.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,375 | $1,807-23.9% | $2,456-44.0% | $2,042-32.7% |
| Participant deferral / active EE | $2,335 | $2,943-20.6% | $3,547-34.2% | $3,169-26.3% |
| Admin fee / account holder | $99 | $468-78.8% | $5,417-98.2% | $479-79.3% |