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 6-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $24,833 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,263 |
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 | $30,509 | $34,677-12.0% | $77,024-60.4% | $64,808-52.9% |
| Participation rate | 14.9% | 49.8%-34.9pp | 67.9%-53.0pp | 71.5%-56.6pp |
| Annual return | -14.27% | -5.33%-8.9pp | 42.32%-56.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $328 | $1,370-76.1% | $2,812-88.3% | $2,506-86.9% |
| Participant deferral / active EE | $606 | $2,556-76.3% | $4,426-86.3% | $4,310-85.9% |
| Admin fee / account holder | $276 | $179+54.7% | $5,425-94.9% | $188+47.1% |