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 | $8,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,192 | $38,969-45.6% | $109,313-80.6% | $55,167-61.6% |
| Participation rate | 42.3% | 58.2%-16.0pp | 71.3%-29.0pp | 69.0%-26.7pp |
| Annual return | 13.87% | 8.26%+5.6pp | 22.07%-8.2pp | 169.23%-155.4pp |
| Employer contribution / active EE | $203 | $1,227-83.4% | $3,892-94.8% | $1,963-89.6% |
| Participant deferral / active EE | $2,916 | $2,176+34.0% | $3,166-7.9% | $3,054-4.5% |
| Admin fee / account holder | $95 | $501-81.0% | $5,666-98.3% | $504-81.1% |