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 | $34,229 |
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 | $53,652 | $71,142-24.6% | $119,609-55.1% | $64,808-17.2% |
| Participation rate | 45.1% | 78.6%-33.5pp | 79.3%-34.1pp | 71.5%-26.3pp |
| Annual return | -15.64% | -10.01%-5.6pp | -14.97%-0.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,876 | $4,490-58.2% | $5,602-66.5% | $4,310-56.5% |
| Admin fee / account holder | $157 | $162-3.2% | $10,323-98.5% | $188-16.4% |