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 Service code 28 · EIN 59-2476008 | Investment Management | $10,347 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $678 |
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 | $77,143 | $46,732+65.1% | $156,549-50.7% | $55,167+39.8% |
| Participation rate | 96.6% | 65.8%+30.8pp | 84.0%+12.5pp | 69.0%+27.6pp |
| Annual return | -2.48% | 17.72%-20.2pp | 32.23%-34.7pp | 169.23%-171.7pp |
| Employer contribution / active EE | $5,217 | $2,105+147.8% | $5,501-5.2% | $1,963+165.9% |
| Participant deferral / active EE | $2,836 | $2,204+28.7% | $4,871-41.8% | $3,054-7.1% |
| Admin fee / account holder | $76 | $418-81.7% | $13,027-99.4% | $504-84.8% |