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 | $6,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,627 | $45,152-78.7% | $73,843-87.0% | $59,632-83.9% |
| Participation rate | 45.1% | 64.0%-19.0pp | 73.4%-28.4pp | 68.7%-23.6pp |
| Annual return | -2.64% | 27.40%-30.0pp | 2267.84%-2270.5pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $745 | $1,902-60.8% | $2,787-73.3% | $2,203-66.2% |
| Participant deferral / active EE | $1,742 | $2,574-32.3% | $3,583-51.4% | $3,192-45.4% |
| Admin fee / account holder | $118 | $3,516-96.6% | $4,880-97.6% | $4,297-97.3% |