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 | $30,631 |
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 | $51,226 | $60,165-14.9% | $74,183-30.9% | $55,167-7.1% |
| Participation rate | 97.0% | 74.2%+22.8pp | 76.6%+20.3pp | 69.0%+28.0pp |
| Annual return | 8.11% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,286 | $1,600-19.6% | $2,370-45.8% | $1,963-34.5% |
| Participant deferral / active EE | $4,985 | $2,973+67.7% | $3,550+40.4% | $3,054+63.2% |
| Admin fee / account holder | $109 | $419-74.0% | $5,586-98.0% | $504-78.4% |