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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,157 |
DYESS & ASSOCIATES2 years Service code 10 · EIN 72-1227981 | Accounting | $7,024 |
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 | $43,159 | $88,122-51.0% | $141,162-69.4% | $67,579-36.1% |
| Participation rate | 49.8% | 76.5%-26.6pp | 82.5%-32.6pp | 71.3%-21.4pp |
| Annual return | 19.76% | 75.40%-55.6pp | 71.39%-51.6pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,246 | $3,224-61.4% | $4,735-73.7% | $2,148-42.0% |
| Participant deferral / active EE | $3,408 | $5,958-42.8% | $6,709-49.2% | $3,539-3.7% |
| Admin fee / account holder | $235 | $131+79.2% | $10,261-97.7% | $142+64.9% |