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 FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $2,604 |
QBI, LLC2 years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $2,250 |
Annual investment return 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 | $18,506 | $50,385-63.3% | $75,670-75.5% | $62,292-70.3% |
| Participation rate | 92.4% | 67.7%+24.7pp | 72.3%+20.0pp | 69.5%+22.9pp |
| Annual return | 12.76% | 19.90%-7.1pp | 27.34%-14.6pp | 28.90%-16.1pp |
| Employer contribution / active EE | $893 | $1,537-41.9% | $2,352-62.0% | $2,042-56.3% |
| Participant deferral / active EE | $1,304 | $2,445-46.7% | $3,142-58.5% | $3,169-58.8% |
| Admin fee / account holder | $29 | $384-92.5% | $5,800-99.5% | $479-94.0% |