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 | $21,805 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $150 |
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 | $57,256 | $59,263-3.4% | $96,562-40.7% | $79,386-27.9% |
| Participation rate | 86.8% | 61.9%+24.9pp | 69.8%+17.0pp | 70.7%+16.1pp |
| Annual return | 13.33% | 27.07%-13.7pp | 37.78%-24.5pp | 116.85%-103.5pp |
| Employer contribution / active EE | $548 | $1,216-54.9% | $2,356-76.8% | $2,427-77.4% |
| Participant deferral / active EE | $3,375 | $2,948+14.5% | $3,849-12.3% | $4,046-16.6% |
| Admin fee / account holder | $112 | $658-83.0% | $6,181-98.2% | $626-82.1% |