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 | $9,841 |
WEGNER CPAS, LLP4 years Filed as: WEGNER CPAS LLP-MADISON Service code 10 · EIN 39-0974031 | Accounting | $8,400 |
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 | $21,025 | $35,986-41.6% | $77,482-72.9% | $73,488-71.4% |
| Participation rate | 23.8% | 40.8%-17.0pp | 54.2%-30.4pp | 70.7%-46.8pp |
| Annual return | 8.55% | 19.26%-10.7pp | 54.79%-46.2pp | 28.51%-20.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $630 | $1,198-47.4% | $1,861-66.2% | $3,740-83.2% |
| Admin fee / account holder | $251 | $466-46.2% | $2,858-91.2% | $513-51.2% |