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 | $63,072 |
DYESS & ASSOCIATES5 years Service code 10 · EIN 72-1227981 | Accounting | $8,988 |
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 | $43,695 | $84,487-48.3% | $125,339-65.1% | $66,914-34.7% |
| Participation rate | 91.3% | 76.4%+14.8pp | 82.4%+8.9pp | 69.8%+21.5pp |
| Annual return | -15.50% | -8.39%-7.1pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,950 | $3,553-17.0% | $4,814-38.7% | $2,544+16.0% |
| Participant deferral / active EE | $7,011 | $6,781+3.4% | $7,446-5.9% | $4,237+65.5% |
| Admin fee / account holder | $221 | $685-67.7% | $10,010-97.8% | $593-62.7% |