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 | $75,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,025 | $64,286-8.2% | $90,951-35.1% | $73,409-19.6% |
| Participation rate | 45.6% | 63.6%-18.0pp | 69.0%-23.4pp | 72.2%-26.6pp |
| Annual return | 21.57% | 21.45%+0.1pp | 134.60%-113.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $606 | $895-32.3% | $2,122-71.4% | $2,234-72.9% |
| Participant deferral / active EE | $1,775 | $2,453-27.6% | $3,373-47.4% | $3,805-53.4% |
| Admin fee / account holder | $251 | $287-12.7% | $5,959-95.8% | $158+58.7% |