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 |
|---|---|---|
FRANCIS LLC1 year Filed as: FRANCIS, LLC Service code 16 · EIN 90-0142264 | Consulting | $20,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $4,701 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,390 | $54,193+94.5% | $93,606+12.6% | $77,643+35.7% |
| Participation rate | 34.6% | 63.9%-29.3pp | 68.7%-34.1pp | 70.6%-35.9pp |
| Annual return | 15.69% | 30.54%-14.8pp | 133.20%-117.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $302 | $1,168-74.1% | $2,420-87.5% | $2,726-88.9% |
| Participant deferral / active EE | $2,434 | $3,144-22.6% | $4,411-44.8% | $4,647-47.6% |
| Admin fee / account holder | $52 | $576-91.0% | $8,285-99.4% | $430-88.0% |