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 | $6,099 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 20 · EIN 51-0120742 | Insurance services; Insurance brokera... | $0 |
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.
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 | $33,657 | $37,117-9.3% | $147,614-77.2% | $55,191-39.0% |
| Participation rate | 40.2% | 63.6%-23.4pp | 84.6%-44.4pp | 69.2%-29.0pp |
| Annual return | -1.48% | 3.44%-4.9pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $300 | $1,620-81.5% | $5,564-94.6% | $1,899-84.2% |
| Participant deferral / active EE | $2,579 | $1,985+29.9% | $4,895-47.3% | $3,046-15.3% |
| Admin fee / account holder | $24 | $86-71.4% | $11,611-99.8% | $91-73.0% |