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 | $60,160 |
DYESS & ASSOCIATES4 years Service code 10 · EIN 72-1227981 | Accounting | $7,960 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,669 | $104,317-49.5% | $159,436-67.0% | $86,799-39.3% |
| Participation rate | 47.2% | 77.7%-30.6pp | 82.8%-35.7pp | 72.3%-25.1pp |
| Annual return | 10.89% | 26.32%-15.4pp | 263.57%-252.7pp | 97.91%-87.0pp |
| Employer contribution / active EE | $949 | $3,451-72.5% | $4,829-80.4% | $2,405-60.6% |
| Participant deferral / active EE | $4,241 | $6,837-38.0% | $7,352-42.3% | $4,131+2.7% |
| Admin fee / account holder | $225 | $172+30.5% | $10,799-97.9% | $170+32.6% |