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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $39,582 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $30,189 |
KM WAIWOOD LLC4 years Service code 15 · EIN 27-3314579 P O BOX 361790 · STRONGSVILLE, OH 44136 | Recordkeeping | $780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,949 | $59,263+78.8% | $96,562+9.7% | $79,386+33.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 15.90% | 27.07%-11.2pp | 37.78%-21.9pp | 116.85%-100.9pp |
| Employer contribution / active EE | $3,667 | $1,216+201.7% | $2,356+55.6% | $2,427+51.1% |
| Participant deferral / active EE | $3,223 | $2,948+9.3% | $3,849-16.3% | $4,046-20.3% |
| Admin fee / account holder | $626 | $658-5.0% | $6,181-89.9% | $626-0.1% |