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 | $237,469 |
Filed as: SKIDMORE AND OLAUSSON Service code 10 · EIN 20-8950260 | Accounting | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,166 | $37,317-54.0% | $77,024-77.7% | $77,904-78.0% |
| Participation rate | 75.4% | 46.9%+28.5pp | 67.9%+7.5pp | 73.7%+1.7pp |
| Annual return | -32.69% | -5.88%-26.8pp | 42.32%-75.0pp | 12.21%-44.9pp |
| Employer contribution / active EE | $1,320 | $1,218+8.4% | $2,812-53.1% | $2,848-53.6% |
| Participant deferral / active EE | $2,992 | $2,564+16.7% | $4,426-32.4% | $4,806-37.7% |
| Admin fee / account holder | $101 | $126-19.9% | $5,425-98.1% | $133-24.1% |