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 8-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 |
|---|---|---|
INVESTMENT ADVISORY1 year Filed as: INVESTMENT ADVISORY, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,683 |
FARMER & BETTS4+ years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $6,137 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,752 | $41,647+19.5% | $96,139-48.2% | $86,799-42.7% |
| Participation rate | 15.0% | 50.2%-35.2pp | 68.4%-53.4pp | 72.3%-57.2pp |
| Annual return | 12.02% | 27.24%-15.2pp | 191.94%-179.9pp | 97.91%-85.9pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,175 | $2,412-9.8% | $4,349-50.0% | $4,131-47.4% |
| Admin fee / account holder | $101 | $169-40.5% | $5,537-98.2% | $170-40.5% |