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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $3,392 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $336 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,736 | $37,117-63.0% | $147,614-90.7% | $55,191-75.1% |
| Participation rate | 73.6% | 63.6%+10.0pp | 84.6%-11.0pp | 69.2%+4.5pp |
| Annual return | 2.58% | 3.44%-0.9pp | 61.98%-59.4pp | 10.78%-8.2pp |
| Employer contribution / active EE | $1,224 | $1,620-24.5% | $5,564-78.0% | $1,899-35.6% |
| Participant deferral / active EE | $2,181 | $1,985+9.8% | $4,895-55.5% | $3,046-28.4% |
| Admin fee / account holder | $10 | $86-87.9% | $11,611-99.9% | $91-88.6% |