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 |
|---|---|---|
WINDES, INC.1 year Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $11,300 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,163 |
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.
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 | $108,348 | $60,776+78.3% | $85,682+26.5% | $79,386+36.5% |
| Participation rate | 45.5% | 62.1%-16.6pp | 69.9%-24.4pp | 70.7%-25.3pp |
| Annual return | 9.40% | 16.57%-7.2pp | 21.49%-12.1pp | 116.85%-107.4pp |
| Employer contribution / active EE | $1,766 | $1,663+6.2% | $2,618-32.6% | $2,427-27.3% |
| Participant deferral / active EE | $3,827 | $2,919+31.1% | $3,923-2.4% | $4,046-5.4% |
| Admin fee / account holder | $75 | $438-82.9% | $6,873-98.9% | $626-88.0% |