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 | $19,437 |
DANNIBLE & MCKEE, LLP2 years Filed as: DANNIBLE & MCKEE LLP Service code 10 · EIN 33-0999661 | Accounting | $13,248 |
PIAKER & LYONS CPAS1 year Service code 10 · EIN 16-1383205 | Accounting | $6,500 |
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 | $34,962 | $41,617-16.0% | $84,611-58.7% | $77,787-55.1% |
| Participation rate | 37.7% | 45.0%-7.4pp | 68.2%-30.6pp | 73.2%-35.5pp |
| Annual return | 26.06% | 24.97%+1.1pp | 258.74%-232.7pp | 32.57%-6.5pp |
| Employer contribution / active EE | $651 | $1,061-38.7% | $2,652-75.5% | $2,504-74.0% |
| Participant deferral / active EE | $1,473 | $2,129-30.8% | $3,899-62.2% | $3,967-62.9% |
| Admin fee / account holder | $61 | $121-49.2% | $4,912-98.7% | $100-38.6% |