See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,830 |
COMPENSATION SYSTEMS, INC.8+ years Service code 15 · EIN 35-1277460 | Recordkeeping | $30,452 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $18,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,332 | $47,126-39.9% | $149,673-81.1% | $74,419-61.9% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.4pp | 70.7%+21.4pp |
| Annual return | 18.66% | 22.75%-4.1pp | 134.42%-115.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,043 | $1,905-45.3% | $4,818-78.4% | $2,637-60.5% |
| Participant deferral / active EE | $3,986 | $2,728+46.1% | $5,680-29.8% | $4,528-12.0% |
| Admin fee / account holder | $49 | $343-85.8% | $13,210-99.6% | $348-86.0% |