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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,467 |
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 | $32,533 | $75,183-56.7% | $123,892-73.7% | $55,167-41.0% |
| Participation rate | 92.4% | 72.8%+19.5pp | 81.4%+10.9pp | 69.0%+23.4pp |
| Annual return | 5.94% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,536 | $2,823-45.6% | $4,617-66.7% | $1,963-21.7% |
| Participant deferral / active EE | $4,205 | $5,084-17.3% | $5,984-29.7% | $3,054+37.7% |
| Admin fee / account holder | $42 | $663-93.7% | $8,357-99.5% | $504-91.7% |