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 | $264,421 |
SKIDMORE AND OLAUSSON PLLC2 years Filed as: SKIDMORE AND OLAUSSON Service code 10 · EIN 20-8950260 | Accounting | $34,500 |
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 | $19,941 | $40,278-50.5% | $80,569-75.3% | $80,160-75.1% |
| Participation rate | 79.0% | 47.5%+31.5pp | 67.0%+12.0pp | 72.9%+6.1pp |
| Annual return | 9.47% | 50.86%-41.4pp | 935.43%-926.0pp | 40.38%-30.9pp |
| Employer contribution / active EE | $1,273 | $1,332-4.4% | $2,723-53.2% | $2,978-57.2% |
| Participant deferral / active EE | $2,928 | $2,696+8.6% | $4,447-34.2% | $5,017-41.6% |
| Admin fee / account holder | $111 | $210-47.2% | $5,377-97.9% | $145-23.4% |