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 | $28,525 |
DANNIBLE & MCKEE, LLP3 years Filed as: DANNIBLE & MCKEE LLP Service code 10 · EIN 33-0999661 | Accounting | $12,250 |
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 | $41,854 | $39,948+4.8% | $89,391-53.2% | $73,409-43.0% |
| Participation rate | 100.0% | 50.4%+49.6pp | 68.0%+32.0pp | 72.2%+27.8pp |
| Annual return | 16.66% | 50.12%-33.5pp | 245.62%-229.0pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,885 | $1,200+57.1% | $2,586-27.1% | $2,234-15.6% |
| Participant deferral / active EE | $4,338 | $2,193+97.8% | $3,890+11.5% | $3,805+14.0% |
| Admin fee / account holder | $61 | $134-54.7% | $4,881-98.8% | $158-61.5% |