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 | $12,151 |
THE BENEFIT PRACTICE6+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $4,169 |
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 | $52,554 | $70,908-25.9% | $98,907-46.9% | $73,488-28.5% |
| Participation rate | 84.8% | 73.8%+11.1pp | 76.0%+8.8pp | 70.7%+14.2pp |
| Annual return | 24.83% | 34.17%-9.3pp | 196.43%-171.6pp | 28.51%-3.7pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,653 | $3,500+4.4% | $4,244-13.9% | $3,740-2.3% |
| Admin fee / account holder | $101 | $535-81.1% | $6,642-98.5% | $513-80.2% |