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 6-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 | $36,464 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $16,825 |
Filed as: BEUSSINK HEY ROE & STRODER, LLC Service code 10 · EIN 43-1533894 | Accounting | $9,181 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $4,913 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,937 | $56,485-73.6% | $185,823-92.0% | $86,799-82.8% |
| Participation rate | 83.6% | 65.5%+18.2pp | 81.7%+1.9pp | 72.3%+11.4pp |
| Annual return | 16.90% | 118.04%-101.1pp | 122.05%-105.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $960 | $1,843-47.9% | $5,167-81.4% | $2,405-60.1% |
| Participant deferral / active EE | $3,038 | $2,553+19.0% | $5,568-45.4% | $4,131-26.5% |
| Admin fee / account holder | $140 | $150-6.7% | $16,237-99.1% | $170-17.7% |