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 |
|---|---|---|
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Employer contribution per participant 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 | $36,775 | $61,125-39.8% | $108,579-66.1% | $63,975-42.5% |
| Participation rate | 83.2% | 80.5%+2.7pp | 79.6%+3.7pp | 71.1%+12.1pp |
| Annual return | 10.64% | 14.06%-3.4pp | -51.70%+62.3pp | 48.65%-38.0pp |
| Employer contribution / active EE | $460 | $2,237-79.4% | $3,758-87.7% | $2,182-78.9% |
| Participant deferral / active EE | $2,886 | $3,574-19.3% | $4,311-33.1% | $3,356-14.0% |
| Admin fee / account holder | $25 | $72-64.8% | $7,645-99.7% | $70-64.0% |