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 INC4+ years Service code 27 · EIN 22-3436692 | Advisory (Plan) | $111,391 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $11,383 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $15 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $47,806 | $34,242+39.6% | $76,523-37.5% | $75,289-36.5% |
| Participation rate | 32.1% | 43.9%-11.8pp | 68.0%-35.9pp | 72.4%-40.3pp |
| Annual return | 10.25% | -0.98%+11.2pp | -0.27%+10.5pp | -0.04%+10.3pp |
| Employer contribution / active EE | $625 | $975-35.9% | $2,647-76.4% | $2,405-74.0% |
| Participant deferral / active EE | $1,712 | $1,872-8.6% | $3,835-55.4% | $3,739-54.2% |
| Admin fee / account holder | $189 | $112+69.0% | $4,848-96.1% | $102+84.9% |