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 COMPANY5 years Service code 15 · EIN 95-3497679 | Recordkeeping | $22,253 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,141 |
VERITY CPAS1 year Service code 10 · EIN 45-4462880 | Accounting | $9,047 |
CW ASSOCIATES3 years Service code 10 · EIN 26-1659234 | Accounting | $7,748 |
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 | $20,555 | $44,960-54.3% | $84,966-75.8% | $74,495-72.4% |
| Participation rate | 61.3% | 49.4%+12.0pp | 67.5%-6.2pp | 67.2%-5.9pp |
| Annual return | 15.11% | 26.24%-11.1pp | 66.38%-51.3pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,591 | $1,457+9.2% | $2,727-41.7% | $2,623-39.3% |
| Participant deferral / active EE | $2,790 | $2,731+2.2% | $4,519-38.3% | $4,346-35.8% |
| Admin fee / account holder | $349 | $2,209-84.2% | $6,149-94.3% | $1,942-82.0% |