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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,923 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310844 | Advisory (Plan) | $4,868 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $511 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,004 | $47,126-63.9% | $149,673-88.6% | $74,419-77.2% |
| Participation rate | 89.0% | 63.4%+25.7pp | 78.8%+10.3pp | 70.7%+18.3pp |
| Annual return | 12.60% | 22.75%-10.2pp | 134.42%-121.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $902 | $1,905-52.7% | $4,818-81.3% | $2,637-65.8% |
| Participant deferral / active EE | $2,539 | $2,728-6.9% | $5,680-55.3% | $4,528-43.9% |
| Admin fee / account holder | $56 | $343-83.7% | $13,210-99.6% | $348-84.0% |