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 | $10,049 |
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.
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 | $9,852 | $33,067-70.2% | $76,523-87.1% | $56,287-82.5% |
| Participation rate | 66.0% | 55.4%+10.6pp | 68.0%-2.0pp | 69.9%-3.9pp |
| Annual return | 1.85% | 2.72%-0.9pp | -0.27%+2.1pp | -9.96%+11.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,727 | $2,240+21.8% | $3,835-28.9% | $3,350-18.6% |
| Admin fee / account holder | $42 | $537-92.1% | $4,848-99.1% | $521-91.9% |