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 | $19,103 |
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 | $141,317 | $58,926+139.8% | $97,226+45.3% | $74,495+89.7% |
| Participation rate | 90.7% | 63.5%+27.2pp | 72.7%+18.0pp | 67.2%+23.5pp |
| Annual return | 12.21% | 16.04%-3.8pp | 75.13%-62.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,200 | $1,894-36.7% | $2,729-56.0% | $2,623-54.3% |
| Participant deferral / active EE | $8,525 | $3,664+132.7% | $4,264+99.9% | $4,346+96.2% |
| Admin fee / account holder | $163 | $1,974-91.7% | $5,654-97.1% | $1,942-91.6% |