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 | $165,401 |
SKIDMORE AND OLAUSSON PLLC6+ years Service code 10 · EIN 20-8950260 | Accounting | $25,000 |
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 | $26,262 | $46,219-43.2% | $89,391-70.6% | $90,288-70.9% |
| Participation rate | 67.2% | 44.9%+22.3pp | 68.0%-0.8pp | 73.4%-6.2pp |
| Annual return | 1.93% | 25.71%-23.8pp | 245.62%-243.7pp | 53.97%-52.0pp |
| Employer contribution / active EE | $891 | $953-6.5% | $2,586-65.5% | $2,524-64.7% |
| Participant deferral / active EE | $2,610 | $2,136+22.2% | $3,890-32.9% | $4,232-38.3% |
| Admin fee / account holder | $102 | $147-30.7% | $4,881-97.9% | $114-10.8% |