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 | $15,555 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $10,106 |
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 | $43,717 | $33,067+32.2% | $76,523-42.9% | $56,287-22.3% |
| Participation rate | 81.3% | 55.4%+25.9pp | 68.0%+13.3pp | 69.9%+11.4pp |
| Annual return | -6.56% | 2.72%-9.3pp | -0.27%-6.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $464 | $1,200-61.3% | $2,647-82.5% | $2,111-78.0% |
| Participant deferral / active EE | $1,445 | $2,240-35.5% | $3,835-62.3% | $3,350-56.9% |
| Admin fee / account holder | $248 | $537-53.8% | $4,848-94.9% | $521-52.4% |