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 | $15,533 |
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 | $117,233 | $180,101-34.9% | $95,745+22.4% | - |
| Participation rate | 92.9% | 65.2%+27.7pp | 72.3%+20.7pp | - |
| Annual return | 15.81% | 26.55%-10.7pp | 28.35%-12.5pp | - |
| Employer contribution / active EE | $1,182 | $2,353-49.8% | $2,835-58.3% | - |
| Participant deferral / active EE | $7,989 | $4,104+94.6% | $4,245+88.2% | - |
| Admin fee / account holder | $129 | $23,406-99.4% | $5,678-97.7% | - |