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 |
|---|---|---|
Filed as: SOUND FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 22-3436692 | Advisory (Plan) | $48,355 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $21,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,911 | $43,133+43.5% | $89,391-30.7% | $73,488-15.8% |
| Participation rate | 76.9% | 55.0%+22.0pp | 68.0%+8.9pp | 70.7%+6.2pp |
| Annual return | 4.15% | 135.66%-131.5pp | 245.62%-241.5pp | 28.51%-24.4pp |
| Employer contribution / active EE | $2,168 | $1,438+50.8% | $2,586-16.2% | $2,270-4.5% |
| Participant deferral / active EE | $5,885 | $2,445+140.7% | $3,890+51.3% | $3,740+57.4% |
| Admin fee / account holder | $302 | $444-31.9% | $4,881-93.8% | $513-41.1% |