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 | $8,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $9,984 | $48,076-79.2% | $78,689-87.3% | $62,891-84.1% |
| Participation rate | 49.4% | 65.2%-15.8pp | 73.6%-24.2pp | 69.3%-19.9pp |
| Annual return | 7.92% | 31.35%-23.4pp | 62.18%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $678 | $2,015-66.4% | $2,851-76.2% | $2,281-70.3% |
| Participant deferral / active EE | $1,381 | $2,588-46.6% | $3,517-60.7% | $3,203-56.9% |
| Admin fee / account holder | $116 | $3,207-96.4% | $4,510-97.4% | $4,296-97.3% |