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 6-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 | $25,160 |
Service code 15 · EIN 81-3989034 | Recordkeeping | $400 |
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 | $29,449 | $59,263-50.3% | $96,562-69.5% | $79,386-62.9% |
| Participation rate | 66.7% | 61.9%+4.8pp | 69.8%-3.1pp | 70.7%-4.0pp |
| Annual return | 14.04% | 27.07%-13.0pp | 37.78%-23.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,199 | $1,216+80.9% | $2,356-6.7% | $2,427-9.4% |
| Participant deferral / active EE | $3,354 | $2,948+13.8% | $3,849-12.9% | $4,046-17.1% |
| Admin fee / account holder | $277 | $658-57.9% | $6,181-95.5% | $626-55.7% |