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 | $14,892 |
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 | $34,324 | $62,586-45.2% | $76,768-55.3% | $64,186-46.5% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.2pp | 69.6%+7.1pp |
| Annual return | -0.21% | -1.95%+1.7pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $436 | $1,832-76.2% | $2,485-82.5% | $2,381-81.7% |
| Participant deferral / active EE | $3,549 | $3,145+12.8% | $3,852-7.9% | $3,470+2.3% |
| Admin fee / account holder | $116 | $4,667-97.5% | $6,675-98.3% | $4,888-97.6% |