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 7-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 | $8,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $10,921 | $48,261-77.4% | $68,793-84.1% | $55,725-80.4% |
| Participation rate | 15.5% | 71.0%-55.5pp | 72.2%-56.7pp | 70.9%-55.3pp |
| Annual return | 0.00% | -2.61%+2.6pp | -4.63%+4.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $665 | $2,712-75.5% | $3,311-79.9% | $3,356-80.2% |
| Admin fee / account holder | $80 | $126-36.9% | $5,131-98.4% | $115-30.9% |