See peer percentile detail. $4.99 for your first month.
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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 | $80,943 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $49,593 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, FINK, BOYCE & ASTLE Service code 10 · EIN 68-0000424 | Accounting | $9,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,953 | $82,917-55.4% | $103,333-64.2% | $77,643-52.4% |
| Participation rate | 62.4% | 71.6%-9.1pp | 74.5%-12.1pp | 70.6%-8.2pp |
| Annual return | 8.73% | 19.13%-10.4pp | 24.88%-16.2pp | 31.24%-22.5pp |
| Employer contribution / active EE | $1,343 | $3,552-62.2% | $3,868-65.3% | $2,726-50.7% |
| Participant deferral / active EE | $3,020 | $4,108-26.5% | $5,057-40.3% | $4,647-35.0% |
| Admin fee / account holder | $284 | $638-55.4% | $8,355-96.6% | $430-33.9% |