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 |
|---|---|---|
BOSTAWN, LLC1+ years Service code 15 · EIN 20-8594425 | Recordkeeping | $10,529 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $1,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $28,132 | $33,745-16.6% | $64,105-56.1% | $55,191-49.0% |
| Participation rate | 49.7% | 59.4%-9.7pp | 68.2%-18.5pp | 69.2%-19.5pp |
| Annual return | 0.03% | 4.95%-4.9pp | 791.24%-791.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $293 | $641-54.2% | $1,820-83.9% | $1,899-84.6% |
| Participant deferral / active EE | $2,045 | $1,929+6.0% | $2,822-27.5% | $3,046-32.9% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |