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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,684 |
WEGNER CPAS, LLP2 years Filed as: WEGNER CPAS LLP-MADISON Service code 10 · EIN 39-0974031 | Accounting | $7,900 |
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 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 | $16,046 | $28,109-42.9% | $71,086-77.4% | $56,287-71.5% |
| Participation rate | 23.0% | 40.4%-17.4pp | 54.7%-31.7pp | 69.9%-46.9pp |
| Annual return | -4.83% | -615.05%+610.2pp | 650.59%-655.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $408 | $558-26.8% | $1,088-62.5% | $2,111-80.7% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,874-100.0% | $3,350-100.0% |
| Admin fee / account holder | $211 | $585-64.0% | $3,082-93.2% | $521-59.6% |