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: TRANSMERICA FINANCIAL ADVISORS INC Service code 22 | Insurance Broker | $29,779 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $6,590 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 22 · EIN 42-1517005 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $26,306 | $62,324-57.8% | $68,509-61.6% | $55,191-52.3% |
| Participation rate | 93.1% | 78.9%+14.2pp | 74.7%+18.4pp | 69.2%+24.0pp |
| Annual return | -1.49% | 4.26%-5.7pp | 8.27%-9.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $356 | $2,223-84.0% | $2,278-84.4% | $1,899-81.3% |
| Participant deferral / active EE | $3,304 | $3,425-3.5% | $3,382-2.3% | $3,046+8.4% |
| Admin fee / account holder | $78 | $91-14.3% | $5,275-98.5% | $91-13.7% |