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 | $26,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,345 | $37,213-61.5% | $156,549-90.8% | $63,975-77.6% |
| Participation rate | 29.5% | 65.0%-35.4pp | 84.0%-54.5pp | 71.1%-41.6pp |
| Annual return | 7.94% | 47.89%-39.9pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $191 | $1,357-85.9% | $5,501-96.5% | $2,182-91.2% |
| Participant deferral / active EE | $645 | $2,070-68.8% | $4,871-86.8% | $3,356-80.8% |
| Admin fee / account holder | $18 | $56-68.9% | $13,027-99.9% | $70-75.1% |