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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,317 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $5,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,264 | $52,953-58.0% | $172,739-87.1% | $65,185-65.8% |
| Participation rate | 43.9% | 66.2%-22.3pp | 82.6%-38.8pp | 70.2%-26.3pp |
| Annual return | 21.97% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $399 | $2,190-81.8% | $5,143-92.2% | $2,177-81.7% |
| Participant deferral / active EE | $1,146 | $2,471-53.6% | $5,198-78.0% | $3,514-67.4% |
| Admin fee / account holder | $218 | $472-53.9% | $13,954-98.4% | $847-74.3% |