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 |
|---|---|---|
MARGOLIN, WINER & EVENS LLP2+ years Filed as: MARGOLIN WINER & EVENS LLP Service code 10 · EIN 11-1558868 | Accounting | $11,310 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,861 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $210 |
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).
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 | $23,746 | $168,231-85.9% | $67,834-65.0% | $63,975-62.9% |
| Participation rate | 61.2% | 66.8%-5.6pp | 68.8%-7.6pp | 71.1%-9.9pp |
| Annual return | 9.07% | 11.76%-2.7pp | 138.47%-129.4pp | 48.65%-39.6pp |
| Employer contribution / active EE | $589 | $1,907-69.1% | $2,403-75.5% | $2,182-73.0% |
| Participant deferral / active EE | $1,770 | $2,827-37.4% | $3,160-44.0% | $3,356-47.3% |
| Admin fee / account holder | $26 | $81-67.5% | $4,622-99.4% | $70-62.9% |