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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $13,402 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,485 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,493 | $46,173-92.4% | $170,442-98.0% | $69,631-95.0% |
| Participation rate | 74.0% | 63.9%+10.1pp | 83.6%-9.6pp | 70.7%+3.4pp |
| Annual return | 19.44% | 21.62%-2.2pp | 205.93%-186.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $518 | $1,610-67.8% | $5,433-90.5% | $2,032-74.5% |
| Participant deferral / active EE | $1,346 | $2,080-35.3% | $4,939-72.7% | $3,224-58.2% |
| Admin fee / account holder | $51 | $116-55.8% | $13,880-99.6% | $110-53.6% |