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 8-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 INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $46,931 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $18,633 |
3(16) FIDUCIARY SERVICES CORP2+ years Service code 15 · EIN 45-4813650 | Recordkeeping | $14,595 |
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 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 | $33,508 | $43,999-23.8% | $79,464-57.8% | $55,725-39.9% |
| Participation rate | 68.5% | 66.9%+1.5pp | 73.3%-4.9pp | 70.9%-2.4pp |
| Annual return | 40.47% | 1.81%+38.7pp | 718.14%-677.7pp | 244.93%-204.5pp |
| Employer contribution / active EE | $888 | $1,830-51.4% | $2,800-68.3% | $2,078-57.3% |
| Participant deferral / active EE | $2,112 | $2,538-16.8% | $3,704-43.0% | $3,356-37.1% |
| Admin fee / account holder | $180 | $118+53.5% | $5,113-96.5% | $115+56.7% |