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 1150 SOUTH OLIVE ST · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $5,301 |
Employer 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 | $17,396 | $70,667-75.4% | $123,104-85.9% | $52,331-66.8% |
| Participation rate | 93.8% | 83.7%+10.0pp | 86.8%+7.0pp | 68.1%+25.6pp |
| Annual return | 1.59% | 6.23%-4.6pp | 13.22%-11.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $334 | $2,946-88.7% | $5,151-93.5% | $1,882-82.2% |
| Participant deferral / active EE | $2,446 | $4,493-45.6% | $6,230-60.7% | $3,022-19.1% |
| Admin fee / account holder | $18 | $506-96.5% | $9,015-99.8% | $592-97.0% |