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 | $20,290 |
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 | $25,782 | $54,320-52.5% | $67,652-61.9% | $52,331-50.7% |
| Participation rate | 86.7% | 73.6%+13.1pp | 75.7%+11.0pp | 68.1%+18.6pp |
| Annual return | -0.37% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,159 | $2,950+7.1% | $3,560-11.2% | $3,022+4.5% |
| Admin fee / account holder | $73 | $527-86.1% | $4,821-98.5% | $592-87.7% |