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 | $10,242 |
WEGNER CPAS, LLP5 years Filed as: WEGNER CPAS LLP-MADISON Service code 10 · EIN 39-0974031 | Accounting | $8,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,031 | $39,286-36.3% | $80,716-69.0% | $79,386-68.5% |
| Participation rate | 26.1% | 41.0%-14.8pp | 54.2%-28.1pp | 70.7%-44.6pp |
| Annual return | 9.34% | 98.95%-89.6pp | 87.28%-77.9pp | 116.85%-107.5pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $673 | $1,264-46.7% | $2,146-68.6% | $4,046-83.4% |
| Admin fee / account holder | $269 | $647-58.5% | $3,380-92.1% | $626-57.1% |