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 | $54,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,161 | $36,767+126.2% | $81,478+2.1% | $62,292+33.5% |
| Participation rate | 92.2% | 54.4%+37.8pp | 68.0%+24.3pp | 69.5%+22.7pp |
| Annual return | 11.57% | 173.80%-162.2pp | 38.78%-27.2pp | 28.90%-17.3pp |
| Employer contribution / active EE | $4,739 | $1,128+320.0% | $2,568+84.6% | $2,042+132.0% |
| Participant deferral / active EE | $5,985 | $2,111+183.6% | $3,537+69.2% | $3,169+88.9% |
| Admin fee / account holder | $324 | $797-59.3% | $4,561-92.9% | $479-32.4% |