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 | $8,974 |
WEGNER CPAS, LLP3 years Filed as: WEGNER CPAS LLP-MADISON Service code 10 · EIN 39-0974031 | Accounting | $8,000 |
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.
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 | $20,140 | $31,679-36.4% | $74,701-73.0% | $65,185-69.1% |
| Participation rate | 23.3% | 40.4%-17.0pp | 54.5%-31.2pp | 70.2%-46.9pp |
| Annual return | 14.73% | 39.04%-24.3pp | 752.92%-738.2pp | 29.38%-14.6pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $556 | $1,191-53.3% | $1,964-71.7% | $3,514-84.2% |
| Admin fee / account holder | $224 | $379-40.9% | $3,333-93.3% | $847-73.5% |