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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,235 |
CW ASSOCIATES1 year Service code 10 · EIN 26-1659234 | Accounting | $8,376 |
THE RYDING COMPANY3 years Service code 15 · EIN 95-3497679 | Recordkeeping | $2,095 |
LPL FINANCIAL3 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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).
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 | $18,686 | $37,393-50.0% | $77,024-75.7% | $66,914-72.1% |
| Participation rate | 50.5% | 52.9%-2.4pp | 67.9%-17.5pp | 69.8%-19.4pp |
| Annual return | -18.30% | -3.29%-15.0pp | 42.32%-60.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,417 | $1,531-7.5% | $2,812-49.6% | $2,544-44.3% |
| Participant deferral / active EE | $2,369 | $2,617-9.5% | $4,426-46.5% | $4,237-44.1% |
| Admin fee / account holder | $242 | $567-57.3% | $5,425-95.5% | $593-59.2% |