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 3-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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $36,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,278 | $101,499-36.7% | $147,005-56.3% | $74,546-13.8% |
| Participation rate | 82.4% | 75.5%+6.8pp | 82.2%+0.2pp | 67.2%+15.1pp |
| Annual return | 21.41% | 8732.34%-8710.9pp | 418.76%-397.4pp | 1366.03%-1344.6pp |
| Employer contribution / active EE | $8,967 | $3,811+135.3% | $4,934+81.7% | $2,624+241.7% |
| Participant deferral / active EE | $12,760 | $7,304+74.7% | $8,070+58.1% | $4,347+193.5% |
| Admin fee / account holder | $183 | $1,748-89.5% | $13,006-98.6% | $1,944-90.6% |