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 | $9,905 |
WEGNER CPAS, LLP6 years Filed as: WEGNER CPAS LLP-MADISON Service code 10 · EIN 39-0974031 | Accounting | $9,000 |
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 | $22,126 | $26,549-16.7% | $61,373-63.9% | $66,914-66.9% |
| Participation rate | 26.8% | 38.1%-11.3pp | 52.6%-25.8pp | 69.8%-43.0pp |
| Annual return | -14.86% | -16.21%+1.4pp | 338.61%-353.5pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $926 | $1,338-30.8% | $2,125-56.4% | $4,237-78.1% |
| Admin fee / account holder | $279 | $409-31.8% | $2,130-86.9% | $593-53.1% |