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 |
|---|---|---|
MARVIN AND COMPANY, P.C.1+ years Service code 10 · EIN 14-1567343 | Accounting | $12,885 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,548 |
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 | $39,395 | $52,467-24.9% | $57,179-31.1% | $55,167-28.6% |
| Participation rate | 67.2% | 75.8%-8.7pp | 75.3%-8.2pp | 69.0%-1.8pp |
| Annual return | -1.95% | 7.72%-9.7pp | 14.59%-16.5pp | 169.23%-171.2pp |
| Employer contribution / active EE | $1,272 | $2,477-48.7% | $2,682-52.6% | $1,963-35.2% |
| Participant deferral / active EE | $1,585 | $2,830-44.0% | $3,096-48.8% | $3,054-48.1% |
| Admin fee / account holder | $185 | $269-31.3% | $3,139-94.1% | $504-63.3% |