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 | $17,523 |
R-TECH CONSULTANTS, INC.2+ years Service code 15 · EIN 95-4436446 | Recordkeeping | $1,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,694 | $60,165-63.9% | $74,183-70.8% | $55,167-60.7% |
| Participation rate | 80.2% | 74.2%+6.0pp | 76.6%+3.6pp | 69.0%+11.2pp |
| Annual return | 6.45% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,081 | $1,600+30.1% | $2,370-12.2% | $1,963+6.0% |
| Participant deferral / active EE | $4,079 | $2,973+37.2% | $3,550+14.9% | $3,054+33.5% |
| Admin fee / account holder | $162 | $419-61.5% | $5,586-97.1% | $504-67.9% |