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 | $8,130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,095 | $86,332-87.1% | $125,175-91.1% | $65,185-83.0% |
| Participation rate | 89.0% | 75.3%+13.7pp | 79.8%+9.2pp | 70.2%+18.8pp |
| Annual return | 18.55% | 27.43%-8.9pp | 43.79%-25.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,502 | $3,537-57.6% | $4,937-69.6% | $3,514-57.3% |
| Admin fee / account holder | $34 | $609-94.4% | $9,702-99.7% | $847-96.0% |