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 39-0989781 | Recordkeeping | $0 |
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 | $76,371 | $87,841-13.1% | $133,980-43.0% | $62,891+21.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.56% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,599 | $3,483+32.0% | $5,211-11.8% | $2,281+101.6% |
| Participant deferral / active EE | $8,431 | $4,812+75.2% | $6,282+34.2% | $3,203+163.2% |
| Admin fee / account holder | $19 | $5,371-99.6% | $9,324-99.8% | $4,296-99.5% |