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 10-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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.6+ years Service code 15 · EIN 35-1277460 | Recordkeeping | $54,212 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,443 |
BEST MONEY MOVES LLC1 year Service code 17 · EIN 81-1272208 | Pension Consulting | $3,360 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,797 | $56,485-41.9% | $185,823-82.4% | $86,799-62.2% |
| Participation rate | 80.9% | 65.5%+15.5pp | 81.7%-0.8pp | 72.3%+8.7pp |
| Annual return | 11.77% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.1pp |
| Employer contribution / active EE | $797 | $1,843-56.8% | $5,167-84.6% | $2,405-66.9% |
| Participant deferral / active EE | $2,842 | $2,553+11.3% | $5,568-49.0% | $4,131-31.2% |
| Admin fee / account holder | $10 | $150-93.0% | $16,237-99.9% | $170-93.9% |