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 | $2,195 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,997 | $73,638-59.3% | $95,952-68.7% | $73,488-59.2% |
| Participation rate | 94.8% | 76.2%+18.7pp | 77.1%+17.8pp | 70.7%+24.1pp |
| Annual return | 7.98% | 16.78%-8.8pp | 91.61%-83.6pp | 28.51%-20.5pp |
| Employer contribution / active EE | $756 | $1,863-59.4% | $2,541-70.3% | $2,270-66.7% |
| Participant deferral / active EE | $4,438 | $3,617+22.7% | $4,167+6.5% | $3,740+18.7% |
| Admin fee / account holder | $10 | $482-97.9% | $6,795-99.9% | $513-98.1% |