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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $13,495 |
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 | $25,906 | $55,415-53.3% | $155,509-83.3% | $74,495-65.2% |
| Participation rate | 34.9% | 61.9%-27.0pp | 78.2%-43.3pp | 67.2%-32.3pp |
| Annual return | 19.49% | 268.50%-249.0pp | 64.67%-45.2pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $359 | $2,267-84.2% | $4,672-92.3% | $2,623-86.3% |
| Participant deferral / active EE | $1,225 | $2,836-56.8% | $5,626-78.2% | $4,346-71.8% |
| Admin fee / account holder | $163 | $1,738-90.6% | $15,912-99.0% | $1,942-91.6% |