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 | $3,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $44,911 | $40,174+11.8% | $84,015-46.5% | $67,579-33.5% |
| Participation rate | 49.7% | 62.7%-13.0pp | 69.0%-19.4pp | 71.3%-21.6pp |
| Annual return | 19.28% | 25.82%-6.5pp | 71.31%-52.0pp | 378.56%-359.3pp |
| Employer contribution / active EE | $110 | $808-86.3% | $1,983-94.4% | $2,148-94.9% |
| Participant deferral / active EE | $3,062 | $2,301+33.1% | $3,239-5.5% | $3,539-13.5% |
| Admin fee / account holder | $22 | $128-83.0% | $6,101-99.6% | $142-84.7% |