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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $21,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,738 | $75,183-25.9% | $123,892-55.0% | $55,167+1.0% |
| Participation rate | 61.5% | 72.8%-11.3pp | 81.4%-19.9pp | 69.0%-7.5pp |
| Annual return | -1.69% | 19.01%-20.7pp | 47.52%-49.2pp | 169.23%-170.9pp |
| Employer contribution / active EE | $831 | $2,823-70.6% | $4,617-82.0% | $1,963-57.7% |
| Participant deferral / active EE | $5,003 | $5,084-1.6% | $5,984-16.4% | $3,054+63.8% |
| Admin fee / account holder | $203 | $663-69.3% | $8,357-97.6% | $504-59.6% |