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 | $16,178 |
Form 5500 reported that benefits due were not provided when due.
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 | $123,231 | $66,402+85.6% | $109,895+12.1% | $85,850+43.5% |
| Participation rate | 94.4% | 63.9%+30.6pp | 74.2%+20.2pp | 69.3%+25.1pp |
| Annual return | 12.92% | 19.59%-6.7pp | 29.45%-16.5pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,917 | $2,842+108.2% | $4,048+46.2% | $3,952+49.7% |
| Admin fee / account holder | $147 | $4,557-96.8% | $6,066-97.6% | $6,260-97.7% |