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 7-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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $51,029 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,335 |
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 | $75,854 | $121,341-37.5% | $189,513-60.0% | $79,386-4.4% |
| Participation rate | 83.7% | 86.1%-2.5pp | 87.8%-4.2pp | 70.7%+12.9pp |
| Annual return | 19.17% | 21.08%-1.9pp | 555.15%-536.0pp | 116.85%-97.7pp |
| Employer contribution / active EE | $6,305 | $3,915+61.1% | $6,162+2.3% | $2,427+159.8% |
| Participant deferral / active EE | $13,467 | $6,395+110.6% | $8,221+63.8% | $4,046+232.9% |
| Admin fee / account holder | $226 | $651-65.3% | $12,045-98.1% | $626-64.0% |