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 | $4,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,024 | $26,805-17.8% | $59,496-63.0% | $52,331-57.9% |
| Participation rate | 24.0% | 39.3%-15.3pp | 54.6%-30.6pp | 68.1%-44.1pp |
| Annual return | 7.86% | 2.61%+5.3pp | 182.05%-174.2pp | 4.54%+3.3pp |
| Employer contribution / active EE | $286 | $450-36.5% | $1,153-75.2% | $1,882-84.8% |
| Participant deferral / active EE | $990 | $916+8.0% | $1,829-45.9% | $3,022-67.2% |
| Admin fee / account holder | $76 | $305-75.1% | $2,232-96.6% | $592-87.2% |