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 INC2+ years Service code 27 · EIN 22-3436692 | Advisory (Plan) | $86,897 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $22,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $34,039 | $43,075-21.0% | $74,583-54.4% | $62,891-45.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -8.87% | 17.50%-26.4pp | 20.47%-29.3pp | 20.14%-29.0pp |
| Employer contribution / active EE | $26,251 | $1,498+1652.8% | $2,525+939.6% | $2,281+1050.9% |
| Participant deferral / active EE | $86,070 | $2,389+3502.1% | $3,458+2389.0% | $3,203+2587.2% |
| Admin fee / account holder | $156 | $2,840-94.5% | $4,138-96.2% | $4,296-96.4% |