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 | $126 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,035 | $43,423-86.1% | $78,689-92.3% | $55,167-89.1% |
| Participation rate | 80.7% | 68.0%+12.7pp | 73.6%+7.2pp | 69.0%+11.8pp |
| Annual return | 1.76% | 11.53%-9.8pp | 62.18%-60.4pp | 169.23%-167.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,712 | $2,509-31.8% | $3,517-51.3% | $3,054-44.0% |
| Admin fee / account holder | $132 | $416-68.4% | $4,510-97.1% | $504-73.9% |