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 | $79,750 |
DYESS & ASSOCIATES6 years Service code 10 · EIN 72-1227981 | Accounting | $19,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,884 | $95,274-46.6% | $135,903-62.6% | $74,419-31.6% |
| Participation rate | 60.3% | 78.2%-17.9pp | 81.9%-21.6pp | 70.7%-10.4pp |
| Annual return | 15.54% | 32.77%-17.2pp | 68.23%-52.7pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,961 | $3,874-49.4% | $4,856-59.6% | $2,637-25.7% |
| Participant deferral / active EE | $5,016 | $7,782-35.5% | $7,758-35.3% | $4,528+10.8% |
| Admin fee / account holder | $301 | $266+13.2% | $10,762-97.2% | $348-13.4% |