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 | $8,195 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $5,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $71,105 | $56,629+25.6% | $77,999-8.8% | $55,167+28.9% |
| Participation rate | 38.1% | 73.3%-35.2pp | 75.5%-37.4pp | 69.0%-30.9pp |
| Annual return | 7.03% | 2866.98%-2860.0pp | 425.96%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $200 | $1,723-88.4% | $2,470-91.9% | $1,963-89.8% |
| Participant deferral / active EE | $1,985 | $2,777-28.5% | $3,497-43.2% | $3,054-35.0% |
| Admin fee / account holder | $113 | $467-75.8% | $5,480-97.9% | $504-77.6% |