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 | $43,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,677 | $23,224-23.9% | $71,086-75.1% | $55,725-68.3% |
| Participation rate | 52.5% | 37.9%+14.6pp | 54.7%-2.2pp | 70.9%-18.4pp |
| Annual return | -6.31% | -2.87%-3.4pp | 650.59%-656.9pp | 244.93%-251.2pp |
| Employer contribution / active EE | $501 | $436+15.0% | $1,088-53.9% | $2,078-75.9% |
| Participant deferral / active EE | $729 | $929-21.5% | $1,874-61.1% | $3,356-78.3% |
| Admin fee / account holder | $73 | $118-37.9% | $3,082-97.6% | $115-36.4% |