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 | $3,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,052 | $64,286-28.4% | $90,951-49.4% | $73,409-37.3% |
| Participation rate | 55.7% | 63.6%-7.9pp | 69.0%-13.3pp | 72.2%-16.5pp |
| Annual return | 15.25% | 21.45%-6.2pp | 134.60%-119.4pp | 59.29%-44.0pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,288 | $2,453+34.0% | $3,373-2.5% | $3,805-13.6% |
| Admin fee / account holder | $17 | $287-94.0% | $5,959-99.7% | $158-89.1% |