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 5-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 36-6071399 | Recordkeeping | $100,468 |
Filed as: PINNACLE FINANCIAL SERVICES , INC Service code 15 · EIN 59-2438373 | Recordkeeping | $37,305 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,071 |
Filed as: MML INVERSTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $26,071 |
TEMPLETON & COMPANY LLP3 years Service code 10 · EIN 14-1918990 | Accounting | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,226 | $55,331-74.3% | $81,812-82.6% | $199,593-92.9% |
| Participation rate | 63.9% | 62.5%+1.4pp | 72.3%-8.4pp | 72.0%-8.1pp |
| Annual return | 13.42% | 19.59%-6.2pp | 773.79%-760.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $805 | $2,101-61.7% | $2,912-72.4% | $3,034-73.5% |
| Participant deferral / active EE | $1,875 | $3,283-42.9% | $4,319-56.6% | $5,087-63.1% |
| Admin fee / account holder | $156 | $346-54.8% | $7,386-97.9% | $269-41.9% |