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 | $2,239 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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 | $19,415 | $55,453-65.0% | $170,442-88.6% | $62,292-68.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.84% | 21.38%-7.5pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $503 | $2,164-76.7% | $5,433-90.7% | $2,042-75.3% |
| Participant deferral / active EE | $1,712 | $2,303-25.7% | $4,939-65.3% | $3,169-46.0% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |