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 | $162,968 |
SKIDMORE AND OLAUSSON PLLC4+ years Service code 10 · EIN 20-8950260 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,882 | $34,242-27.3% | $76,523-67.5% | $75,289-67.0% |
| Participation rate | 40.1% | 43.9%-3.8pp | 68.0%-27.9pp | 72.4%-32.3pp |
| Annual return | -12.22% | -0.98%-11.2pp | -0.27%-12.0pp | -0.04%-12.2pp |
| Employer contribution / active EE | $844 | $975-13.4% | $2,647-68.1% | $2,405-64.9% |
| Participant deferral / active EE | $1,696 | $1,872-9.4% | $3,835-55.8% | $3,739-54.6% |
| Admin fee / account holder | $125 | $112+11.9% | $4,848-97.4% | $102+22.5% |