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 | $11,438 |
Filed as: MICHAEL SILVER AND COMPANY Service code 10 · EIN 81-4417884 | Accounting | $8,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $50,985 | $54,573-6.6% | $90,951-43.9% | $73,488-30.6% |
| Participation rate | 37.0% | 61.2%-24.2pp | 69.0%-32.0pp | 70.7%-33.7pp |
| Annual return | 8.85% | 16.69%-7.8pp | 134.60%-125.8pp | 28.51%-19.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,639 | $2,517-34.9% | $3,373-51.4% | $3,740-56.2% |
| Admin fee / account holder | $240 | $521-54.1% | $5,959-96.0% | $513-53.3% |