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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,519 |
FIDUCIARY PLAN PARTNERS, LLC2 years Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 27 · EIN 81-2872393 | Advisory (Plan) | $7,908 |
Service code 15 · EIN 45-4208939 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC3 years Service code 49 10001 WOODLOCH FOREST DRIVE · THE WOODLANDS, TX 77380 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,008 | $58,208-51.9% | $81,812-65.8% | $80,856-65.4% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 23.16% | 41.66%-18.5pp | 773.79%-750.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $4,024 | $2,340+71.9% | $2,912+38.2% | $2,755+46.1% |
| Participant deferral / active EE | $8,643 | $3,281+163.4% | $4,319+100.1% | $4,296+101.2% |
| Admin fee / account holder | $160 | $4,981-96.8% | $7,386-97.8% | $6,918-97.7% |