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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,804 |
Filed as: TEAL, BECKER AND CHIARAMONTE CPAS Service code 10 · EIN 14-1624930 | Accounting | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,776 | $91,517-25.9% | $101,248-33.1% | $73,409-7.7% |
| Participation rate | 57.1% | 73.8%-16.7pp | 75.8%-18.7pp | 72.2%-15.1pp |
| Annual return | 17.73% | 17.17%+0.6pp | 46.47%-28.7pp | 59.29%-41.6pp |
| Employer contribution / active EE | $3,690 | $2,877+28.3% | $3,660+0.8% | $2,234+65.2% |
| Participant deferral / active EE | $3,942 | $3,338+18.1% | $4,370-9.8% | $3,805+3.6% |
| Admin fee / account holder | $70 | $216-67.7% | $5,945-98.8% | $158-55.8% |