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 | $8,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,194 | $55,371+169.4% | $95,585+56.1% | $74,304+100.8% |
| Participation rate | 91.5% | 53.8%+37.6pp | 72.1%+19.4pp | 60.3%+31.1pp |
| Annual return | 13.29% | 24.26%-11.0pp | 38.56%-25.3pp | 29.43%-16.1pp |
| Employer contribution / active EE | $960 | $1,437-33.2% | $2,527-62.0% | $2,241-57.2% |
| Participant deferral / active EE | $8,529 | $2,955+188.6% | $4,023+112.0% | $3,767+126.4% |
| Admin fee / account holder | $65 | $2,620-97.5% | $6,127-98.9% | $2,969-97.8% |