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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,772 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,285 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $800 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 SUITE 600 · SANTA MONICA, CA 90401 | Advisory (Plan) | $353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,630 | $101,317-8.6% | $146,958-37.0% | $74,495+24.3% |
| Participation rate | 55.3% | 75.5%-20.3pp | 82.2%-26.9pp | 67.2%-11.9pp |
| Annual return | 15.88% | 8730.91%-8715.0pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,187 | $3,810-16.4% | $4,933-35.4% | $2,623+21.5% |
| Participant deferral / active EE | $6,515 | $7,303-10.8% | $8,070-19.3% | $4,346+49.9% |
| Admin fee / account holder | $139 | $1,739-92.0% | $12,998-98.9% | $1,942-92.8% |