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 FINANCIAL LIFE INS CO Service code 15 · EIN 33-6071399 | Recordkeeping | $232,857 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $151,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $71,554 | $46,219+54.8% | $89,391-20.0% | $90,288-20.7% |
| Participation rate | 40.4% | 44.9%-4.5pp | 68.0%-27.6pp | 73.4%-32.9pp |
| Annual return | 9.10% | 25.71%-16.6pp | 245.62%-236.5pp | 53.97%-44.9pp |
| Employer contribution / active EE | $693 | $953-27.2% | $2,586-73.2% | $2,524-72.5% |
| Participant deferral / active EE | $2,852 | $2,136+33.5% | $3,890-26.7% | $4,232-32.6% |
| Admin fee / account holder | $477 | $147+225.1% | $4,881-90.2% | $114+318.6% |