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 51 · EIN 39-0989781 | Investment Mgmt Fees | $18,603 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,935 | $63,299-60.6% | $91,001-72.6% | $62,292-60.0% |
| Participation rate | 59.4% | 73.3%-13.9pp | 75.6%-16.2pp | 69.5%-10.1pp |
| Annual return | 10.82% | 20.99%-10.2pp | 4.60%+6.2pp | 28.90%-18.1pp |
| Employer contribution / active EE | $807 | $1,807-55.3% | $2,456-67.1% | $2,042-60.5% |
| Participant deferral / active EE | $1,563 | $2,943-46.9% | $3,547-55.9% | $3,169-50.7% |
| Admin fee / account holder | $140 | $468-70.0% | $5,417-97.4% | $479-70.7% |