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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $24,469 |
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.
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 | $18,422 | $30,599-39.8% | $74,583-75.3% | $57,658-68.0% |
| Participation rate | 4.2% | 49.1%-45.0pp | 68.1%-63.9pp | 70.2%-66.1pp |
| Annual return | 5.20% | 14.24%-9.0pp | 20.47%-15.3pp | 5.13%+0.1pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $986 | $1,805-45.4% | $3,458-71.5% | $3,061-67.8% |
| Admin fee / account holder | $252 | $98+157.4% | $4,138-93.9% | $95+166.8% |