See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $40,608 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,050 | $54,701+2.5% | $86,188-35.0% | $71,457-21.6% |
| Participation rate | 68.0% | 60.1%+7.9pp | 69.0%-0.9pp | 67.9%+0.1pp |
| Annual return | 24.49% | 20.06%+4.4pp | 1168.45%-1144.0pp | 28.85%-4.4pp |
| Employer contribution / active EE | $402 | $1,265-68.2% | $2,380-83.1% | $2,588-84.5% |
| Participant deferral / active EE | $2,039 | $3,108-34.4% | $3,985-48.8% | $4,289-52.5% |
| Admin fee / account holder | $118 | $1,922-93.9% | $6,852-98.3% | $1,587-92.6% |