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 |
|---|---|---|
ATR, INC.2+ years Service code 15 · EIN 23-2624667 | Recordkeeping | $3,959 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $322 |
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).
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 | $45,198 | $76,552-41.0% | $123,892-63.5% | $62,891-28.1% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 4.75% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,669 | $4,840-3.5% | $5,984-22.0% | $3,203+45.8% |
| Admin fee / account holder | $54 | $4,826-98.9% | $8,357-99.4% | $4,296-98.7% |