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 | $42,128 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,717 | $34,677-89.3% | $77,024-95.2% | $64,808-94.3% |
| Participation rate | 84.6% | 49.8%+34.8pp | 67.9%+16.7pp | 71.5%+13.2pp |
| Annual return | -18.62% | -5.33%-13.3pp | 42.32%-60.9pp | 32.82%-51.4pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,436 | $2,556+73.5% | $4,426+0.2% | $4,310+2.9% |
| Admin fee / account holder | $34 | $179-81.2% | $5,425-99.4% | $188-82.2% |