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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,840 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,636 | $61,156-56.4% | $185,823-85.7% | $79,386-66.4% |
| Participation rate | 96.9% | 66.6%+30.3pp | 81.7%+15.2pp | 70.7%+26.2pp |
| Annual return | 13.76% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $228 | $2,321-90.2% | $5,167-95.6% | $2,427-90.6% |
| Participant deferral / active EE | $2,303 | $2,789-17.4% | $5,568-58.6% | $4,046-43.1% |
| Admin fee / account holder | $9 | $710-98.8% | $16,237-99.9% | $626-98.6% |