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 | $5,713 |
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 | $57,300 | $49,451+15.9% | $79,550-28.0% | $66,914-14.4% |
| Participation rate | 71.9% | 61.3%+10.5pp | 69.5%+2.4pp | 69.8%+2.1pp |
| Annual return | -16.78% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $926 | $1,266-26.9% | $2,413-61.6% | $2,544-63.6% |
| Participant deferral / active EE | $4,668 | $3,159+47.8% | $3,985+17.1% | $4,237+10.2% |
| Admin fee / account holder | $25 | $595-95.8% | $6,832-99.6% | $593-95.8% |