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 | $14,190 |
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 | $98,275 | $53,162+84.9% | $91,220+7.7% | $68,494+43.5% |
| Participation rate | 94.7% | 63.2%+31.5pp | 73.2%+21.5pp | 67.9%+26.8pp |
| Annual return | -18.17% | -3.14%-15.0pp | 114.01%-132.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $981 | $1,709-42.6% | $2,850-65.6% | $2,596-62.2% |
| Participant deferral / active EE | $6,493 | $2,974+118.3% | $4,234+53.4% | $4,027+61.2% |
| Admin fee / account holder | $121 | $4,493-97.3% | $5,420-97.8% | $5,403-97.8% |