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 | $28,615 |
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 | $60,052 | $48,364+24.2% | $71,796-16.4% | $62,891-4.5% |
| Participation rate | 83.3% | 60.6%+22.7pp | 69.1%+14.2pp | 69.3%+14.0pp |
| Annual return | 6.48% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $648 | $1,042-37.9% | $1,924-66.4% | $2,281-71.6% |
| Participant deferral / active EE | $5,699 | $2,091+172.5% | $2,794+103.9% | $3,203+77.9% |
| Admin fee / account holder | $278 | $3,771-92.6% | $4,815-94.2% | $4,296-93.5% |