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 | $13,388 |
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 | $36,229 | $42,548-14.8% | $74,550-51.4% | $56,287-35.6% |
| Participation rate | 81.7% | 60.5%+21.2pp | 69.1%+12.6pp | 69.9%+11.9pp |
| Annual return | -6.55% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $796 | $855-7.0% | $1,961-59.4% | $2,111-62.3% |
| Participant deferral / active EE | $3,779 | $2,277+65.9% | $3,108+21.6% | $3,350+12.8% |
| Admin fee / account holder | $50 | $467-89.3% | $5,060-99.0% | $521-90.4% |