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 | $165,117 |
SKIDMORE AND OLAUSSON PLLC5+ 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.
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 | $25,612 | $41,617-38.5% | $84,611-69.7% | $77,787-67.1% |
| Participation rate | 51.3% | 45.0%+6.3pp | 68.2%-16.9pp | 73.2%-21.9pp |
| Annual return | 34.47% | 24.97%+9.5pp | 258.74%-224.3pp | 32.57%+1.9pp |
| Employer contribution / active EE | $902 | $1,061-15.0% | $2,652-66.0% | $2,504-64.0% |
| Participant deferral / active EE | $2,265 | $2,129+6.4% | $3,899-41.9% | $3,967-42.9% |
| Admin fee / account holder | $102 | $121-16.0% | $4,912-97.9% | $100+1.5% |