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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $11,451 |
Filed as: SOUTHEASTERN EMPLOYEE BENEIFT SERVI Service code 15 · EIN 20-5923747 | Recordkeeping | $675 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,386 | $50,666-57.8% | $76,817-72.2% | $65,185-67.2% |
| Participation rate | 48.9% | 68.8%-19.9pp | 72.1%-23.2pp | 70.2%-21.3pp |
| Annual return | 22.83% | 28.51%-5.7pp | 1166.11%-1143.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $653 | $1,575-58.5% | $2,302-71.6% | $2,177-70.0% |
| Participant deferral / active EE | $1,448 | $2,647-45.3% | $3,336-56.6% | $3,514-58.8% |
| Admin fee / account holder | $78 | $463-83.1% | $6,420-98.8% | $847-90.8% |