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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,384 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $2,078 |
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 | $13,439 | $36,916-63.6% | $156,549-91.4% | $57,658-76.7% |
| Participation rate | 77.4% | 63.4%+14.0pp | 84.0%-6.6pp | 70.2%+7.2pp |
| Annual return | 6.64% | 12.38%-5.7pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $374 | $1,571-76.2% | $5,501-93.2% | $1,974-81.0% |
| Participant deferral / active EE | $1,011 | $1,926-47.5% | $4,871-79.2% | $3,061-67.0% |
| Admin fee / account holder | $8 | $82-90.6% | $13,027-99.9% | $95-91.8% |