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 |
|---|---|---|
SOUND FINANCIAL SOLUTIONS INC1+ years Service code 27 · EIN 22-3436692 | Advisory (Plan) | $88,048 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $32,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,335 | $30,979+14.1% | $67,711-47.8% | $59,188-40.3% |
| Participation rate | 57.1% | 40.5%+16.6pp | 67.5%-10.4pp | 69.4%-12.3pp |
| Annual return | 14.98% | -1.74%+16.7pp | 25.41%-10.4pp | 5.51%+9.5pp |
| Employer contribution / active EE | $658 | $807-18.5% | $2,559-74.3% | $2,098-68.6% |
| Participant deferral / active EE | $2,472 | $1,603+54.2% | $3,585-31.1% | $3,265-24.3% |
| Admin fee / account holder | $176 | $81+116.8% | $4,255-95.9% | $92+90.5% |