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 | $10,825 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,474 |
Service code 16 · EIN 33-0818667 | Consulting | $6,038 |
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 | $42,834 | $61,156-30.0% | $185,823-76.9% | $79,386-46.0% |
| Participation rate | 46.4% | 66.6%-20.2pp | 81.7%-35.3pp | 70.7%-24.3pp |
| Annual return | 15.25% | 19.45%-4.2pp | 122.05%-106.8pp | 116.85%-101.6pp |
| Employer contribution / active EE | $512 | $2,321-78.0% | $5,167-90.1% | $2,427-78.9% |
| Participant deferral / active EE | $1,276 | $2,789-54.2% | $5,568-77.1% | $4,046-68.5% |
| Admin fee / account holder | $238 | $710-66.4% | $16,237-98.5% | $626-62.0% |