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 7-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 |
|---|---|---|
THE RYDING COMPANY2 years Service code 15 · EIN 95-3497679 | Recordkeeping | $15,949 |
CW ASSOCIATES1 year Filed as: CW ASSOCAITES Service code 10 · EIN 26-1659234 | Accounting | $15,706 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,505 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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).
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 | $20,380 | $56,114-63.7% | $96,139-78.8% | $85,850-76.3% |
| Participation rate | 89.0% | 56.7%+32.3pp | 68.4%+20.6pp | 69.3%+19.7pp |
| Annual return | 13.42% | 42.30%-28.9pp | 191.94%-178.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,009 | $1,620+24.0% | $2,797-28.2% | $2,565-21.7% |
| Participant deferral / active EE | $3,853 | $2,859+34.7% | $4,349-11.4% | $3,952-2.5% |
| Admin fee / account holder | $367 | $3,768-90.3% | $5,537-93.4% | $6,260-94.1% |