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 CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $124,742 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $40,615 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,278 | $106,028-51.6% | $146,958-65.1% | $77,643-34.0% |
| Participation rate | 64.5% | 78.4%-13.9pp | 82.2%-17.7pp | 70.6%-6.1pp |
| Annual return | 16.36% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,919 | $4,063-52.8% | $4,933-61.1% | $2,726-29.6% |
| Participant deferral / active EE | $7,163 | $7,990-10.4% | $8,070-11.2% | $4,647+54.1% |
| Admin fee / account holder | $399 | $337+18.2% | $12,998-96.9% | $430-7.4% |