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 | $11,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,403 | $59,805+7.7% | $79,550-19.0% | $68,494-6.0% |
| Participation rate | 62.4% | 61.1%+1.3pp | 69.5%-7.1pp | 67.9%-5.5pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $611 | $1,505-59.4% | $2,413-74.7% | $2,596-76.5% |
| Participant deferral / active EE | $3,328 | $3,024+10.0% | $3,985-16.5% | $4,027-17.4% |
| Admin fee / account holder | $185 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |