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 | $10,152 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,608 | $51,288-73.5% | $81,983-83.4% | $73,409-81.5% |
| Participation rate | 72.7% | 64.0%+8.7pp | 69.2%+3.4pp | 72.2%+0.5pp |
| Annual return | 9.85% | 29.48%-19.6pp | 41.31%-31.5pp | 59.29%-49.4pp |
| Employer contribution / active EE | $353 | $1,487-76.2% | $2,498-85.9% | $2,234-84.2% |
| Participant deferral / active EE | $1,324 | $2,715-51.3% | $3,722-64.4% | $3,805-65.2% |
| Admin fee / account holder | $20 | $125-84.4% | $5,664-99.7% | $158-87.6% |