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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,340 |
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 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 | $68,921 | $42,548+62.0% | $74,550-7.5% | $56,287+22.4% |
| Participation rate | 57.8% | 60.5%-2.7pp | 69.1%-11.3pp | 69.9%-12.1pp |
| Annual return | -2.07% | 12.40%-14.5pp | 32.53%-34.6pp | -9.96%+7.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,522 | $2,277+10.7% | $3,108-18.9% | $3,350-24.7% |
| Admin fee / account holder | $38 | $467-91.8% | $5,060-99.2% | $521-92.6% |