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 | $47,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,714 | $42,353+19.7% | $79,550-36.2% | $64,808-21.7% |
| Participation rate | 57.5% | 64.8%-7.2pp | 69.5%-12.0pp | 71.5%-13.9pp |
| Annual return | -22.25% | -12.24%-10.0pp | 0.16%-22.4pp | 32.82%-55.1pp |
| Employer contribution / active EE | $645 | $1,181-45.3% | $2,413-73.3% | $2,506-74.2% |
| Participant deferral / active EE | $1,952 | $3,170-38.4% | $3,985-51.0% | $4,310-54.7% |
| Admin fee / account holder | $150 | $160-6.0% | $6,832-97.8% | $188-20.1% |