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 |
|---|---|---|
DANA CONSULTING GROUP, LTD.1+ years Filed as: DANA CONSULTING GROUP, LTD Service code 15 · EIN 36-3905542 1539 GAMON ROAD · WHEATON, IL 60189 | Recordkeeping | $3,275 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 8488 SHEPARD FARM DRIVE · WEST CHESTER, OH 45069 | Recordkeeping | $3,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,099 | $70,002-45.6% | $115,037-66.9% | $52,331-27.2% |
| Participation rate | 23.8% | 72.1%-48.3pp | 81.4%-57.6pp | 68.1%-44.3pp |
| Annual return | 6.96% | 4.04%+2.9pp | 26.14%-19.2pp | 4.54%+2.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,163 | $4,920-56.0% | $6,026-64.1% | $3,022-28.4% |
| Admin fee / account holder | $134 | $566-76.4% | $8,175-98.4% | $592-77.4% |