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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,112 |
BENEFITS ADMINISTRATORS, LLC2 years Service code 15 · EIN 61-1291181 269 WEST MAIN ST · LEXINGTON, KY 40507 | Recordkeeping | $550 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 20 EAST THOMAS ROAD · PHOENIX, AZ 85012 | Insurance Broker | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,072 | $86,922-82.7% | $102,438-85.3% | $80,874-81.4% |
| Participation rate | 86.9% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.3pp |
| Annual return | 16.50% | 18.90%-2.4pp | 29.37%-12.9pp | 35.62%-19.1pp |
| Employer contribution / active EE | $1,234 | $2,369-47.9% | $3,024-59.2% | $2,756-55.2% |
| Participant deferral / active EE | $4,309 | $4,119+4.6% | $5,054-14.7% | $4,297+0.3% |
| Admin fee / account holder | $68 | $8,050-99.2% | $9,448-99.3% | $6,935-99.0% |