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 | $37,761 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $29,521 |
3(16) FIDUCIARY SERVICES CORP6+ years Service code 14 · EIN 45-4813650 | Plan Administrator | $25,050 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 | Accounting | $10,000 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,940 |
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 | $41,822 | $47,722-12.4% | $82,719-49.4% | $64,808-35.5% |
| Participation rate | 67.4% | 67.6%-0.2pp | 72.6%-5.1pp | 71.5%-4.0pp |
| Annual return | -16.18% | -13.05%-3.1pp | 701.18%-717.4pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,359 | $2,179-37.6% | $3,009-54.8% | $2,506-45.8% |
| Participant deferral / active EE | $2,932 | $3,329-11.9% | $4,395-33.3% | $4,310-32.0% |
| Admin fee / account holder | $178 | $143+24.5% | $5,329-96.7% | $188-5.2% |