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 | $8,954 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,686 | $54,701-9.2% | $86,188-42.4% | $71,457-30.5% |
| Participation rate | 91.7% | 60.1%+31.6pp | 69.0%+22.8pp | 67.9%+23.8pp |
| Annual return | 13.47% | 20.06%-6.6pp | 1168.45%-1155.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $529 | $1,265-58.1% | $2,380-77.8% | $2,588-79.5% |
| Participant deferral / active EE | $3,431 | $3,108+10.4% | $3,985-13.9% | $4,289-20.0% |
| Admin fee / account holder | $47 | $1,922-97.6% | $6,852-99.3% | $1,587-97.1% |