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 | $25,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,351 | $34,677-44.2% | $77,024-74.9% | $64,808-70.1% |
| Participation rate | 23.5% | 49.8%-26.4pp | 67.9%-44.4pp | 71.5%-48.0pp |
| Annual return | 3.92% | -5.33%+9.3pp | 42.32%-38.4pp | 32.82%-28.9pp |
| Employer contribution / active EE | $549 | $1,370-59.9% | $2,812-80.5% | $2,506-78.1% |
| Participant deferral / active EE | $1,128 | $2,556-55.9% | $4,426-74.5% | $4,310-73.8% |
| Admin fee / account holder | $128 | $179-28.1% | $5,425-97.6% | $188-31.7% |