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 9-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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $14,905 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $13,562 |
LONGLEAF PARTNERS1 year Filed as: LONGLEAF ADVISORS Service code 17 171 LOTT CT · WEST COLUMBIA, SC 29169 | Pension Consulting | $12,444 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,326 | $79,171-92.0% | $102,423-93.8% | $74,495-91.5% |
| Participation rate | 88.2% | 74.8%+13.4pp | 76.5%+11.7pp | 67.2%+21.0pp |
| Annual return | 10.90% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,376 | $2,362-41.8% | $3,023-54.5% | $2,623-47.5% |
| Participant deferral / active EE | $2,374 | $4,415-46.2% | $5,053-53.0% | $4,346-45.4% |
| Admin fee / account holder | $154 | $2,001-92.3% | $9,451-98.4% | $1,942-92.0% |