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 LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $12,073 |
Filed as: MICHAEL SILVER AND COMPANY Service code 10 · EIN 81-4417884 | Accounting | $10,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $37,824 | $42,548-11.1% | $74,550-49.3% | $56,287-32.8% |
| Participation rate | 43.4% | 60.5%-17.1pp | 69.1%-25.7pp | 69.9%-26.5pp |
| Annual return | -4.72% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $17 | $855-98.0% | $1,961-99.1% | $2,111-99.2% |
| Participant deferral / active EE | $1,552 | $2,277-31.9% | $3,108-50.1% | $3,350-53.7% |
| Admin fee / account holder | $247 | $467-47.1% | $5,060-95.1% | $521-52.5% |