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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $21,604 |
Filed as: RETIREMENT PLANNING SERVICES, INC Service code 15 · EIN 84-1096179 | Recordkeeping | $3,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,661 | $40,174-48.6% | $84,015-75.4% | $67,579-69.4% |
| Participation rate | 31.8% | 62.7%-30.8pp | 69.0%-37.2pp | 71.3%-39.4pp |
| Annual return | 24.22% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $49 | $808-94.0% | $1,983-97.5% | $2,148-97.7% |
| Participant deferral / active EE | $1,018 | $2,301-55.7% | $3,239-68.6% | $3,539-71.2% |
| Admin fee / account holder | $90 | $128-29.8% | $6,101-98.5% | $142-36.7% |