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 9-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 |
|---|---|---|
SOUND FINANCIAL SOLUTIONS INC3+ years Filed as: SOUND FINANCIAL SOLUTIONS Service code 27 · EIN 22-3436692 | Advisory (Plan) | $54,952 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $20,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,807 | $44,473+9.7% | $76,523-36.2% | $55,725-12.4% |
| Participation rate | 37.2% | 51.0%-13.8pp | 68.0%-30.8pp | 70.9%-33.6pp |
| Annual return | 21.45% | -2.01%+23.5pp | -0.27%+21.7pp | 244.93%-223.5pp |
| Employer contribution / active EE | $681 | $1,101-38.2% | $2,647-74.3% | $2,078-67.2% |
| Participant deferral / active EE | $2,115 | $1,988+6.4% | $3,835-44.9% | $3,356-37.0% |
| Admin fee / account holder | $293 | $134+118.3% | $4,848-94.0% | $115+154.2% |