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 |
|---|---|---|
CW ASSOCIATES2 years Service code 10 · EIN 26-1659234 | Accounting | $22,095 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,377 |
THE RYDING COMPANY4 years Service code 15 · EIN 95-3497679 | Recordkeeping | $1,935 |
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 | $20,755 | $41,078-49.5% | $80,569-74.2% | $71,457-71.0% |
| Participation rate | 66.0% | 50.2%+15.8pp | 67.0%-1.0pp | 67.9%-1.9pp |
| Annual return | 16.87% | 38.45%-21.6pp | 935.43%-918.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,564 | $1,506+3.9% | $2,723-42.6% | $2,588-39.6% |
| Participant deferral / active EE | $2,240 | $2,699-17.0% | $4,447-49.6% | $4,289-47.8% |
| Admin fee / account holder | $328 | $1,840-82.2% | $5,377-93.9% | $1,587-79.3% |