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 | $1,332 |
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 | $38,325 | $79,519-51.8% | $95,952-60.1% | $73,409-47.8% |
| Participation rate | 65.1% | 81.2%-16.1pp | 77.1%-12.0pp | 72.2%-7.1pp |
| Annual return | 21.33% | 19.20%+2.1pp | 91.61%-70.3pp | 59.29%-38.0pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,818 | $4,138-31.9% | $4,167-32.4% | $3,805-25.9% |
| Admin fee / account holder | $5 | $184-97.5% | $6,795-99.9% | $158-97.0% |