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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,813 |
Annual investment return 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 | $17,492 | $52,293-66.6% | $178,490-90.2% | $73,409-76.2% |
| Participation rate | 90.9% | 65.3%+25.5pp | 81.9%+9.0pp | 72.2%+18.7pp |
| Annual return | 2.13% | 34.75%-32.6pp | 151.07%-148.9pp | 59.29%-57.2pp |
| Employer contribution / active EE | $420 | $1,735-75.8% | $5,011-91.6% | $2,234-81.2% |
| Participant deferral / active EE | $1,428 | $2,332-38.8% | $5,202-72.5% | $3,805-62.5% |
| Admin fee / account holder | $12 | $127-90.7% | $13,984-99.9% | $158-92.5% |