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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $8,593 |
DWC - THE 401(K) EXPERTS2+ years Filed as: DWC-THE 401(K) EXPERTS Service code 15 · EIN 26-2091417 P.O. BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $8,444 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,063 | $176,811-92.6% | $146,958-91.1% | - |
| Participation rate | 98.0% | 76.9%+21.1pp | 82.2%+15.8pp | - |
| Annual return | 47.76% | 11.56%+36.2pp | 418.34%-370.6pp | - |
| Employer contribution / active EE | $3,346 | $3,294+1.6% | $4,933-32.2% | - |
| Participant deferral / active EE | $3,622 | $6,900-47.5% | $8,070-55.1% | - |
| Admin fee / account holder | $148 | $27,451-99.5% | $12,998-98.9% | - |