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 9-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 | $377,601 |
KAYE CAPITAL MANAGEMENT3 years Service code 16 · EIN 47-0907014 | Consulting | $40,500 |
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 | $33,822 | $42,127-19.7% | $84,966-60.2% | $106,382-68.2% |
| Participation rate | 18.3% | 36.6%-18.3pp | 67.5%-49.2pp | 69.9%-51.6pp |
| Annual return | 15.77% | 36.21%-20.4pp | 66.38%-50.6pp | 17.37%-1.6pp |
| Employer contribution / active EE | $238 | $825-71.1% | $2,727-91.3% | $3,364-92.9% |
| Participant deferral / active EE | $858 | $2,066-58.5% | $4,519-81.0% | $5,569-84.6% |
| Admin fee / account holder | $131 | $114+15.3% | $6,149-97.9% | $79+65.1% |