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 | $29,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $48,949 | $78,419-37.6% | $133,956-63.5% | $73,409-33.3% |
| Participation rate | 45.7% | 78.6%-32.9pp | 79.8%-34.2pp | 72.2%-26.5pp |
| Annual return | 13.06% | 33.35%-20.3pp | 45.09%-32.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,505 | $3,925-61.7% | $5,048-70.2% | $3,805-60.4% |
| Admin fee / account holder | $124 | $161-23.0% | $8,927-98.6% | $158-21.3% |