See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,091 |
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 | $28,305 | $58,264-51.4% | $86,612-67.3% | $71,457-60.4% |
| Participation rate | 42.4% | 65.0%-22.6pp | 71.7%-29.3pp | 67.9%-25.5pp |
| Annual return | 15.96% | 21.63%-5.7pp | 591.07%-575.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $416 | $2,574-83.9% | $3,022-86.3% | $2,588-83.9% |
| Participant deferral / active EE | $1,327 | $3,436-61.4% | $4,438-70.1% | $4,289-69.1% |
| Admin fee / account holder | $127 | $1,057-88.0% | $5,614-97.7% | $1,587-92.0% |