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 |
|---|---|---|
RASCO, WINTER & ASSOCIATES1 year Filed as: RASCO WINTER THOMAS GROUP Service code 10 · EIN 71-0448488 | Accounting | $12,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,280 | $42,548+27.6% | $74,550-27.2% | $56,287-3.6% |
| Participation rate | 33.3% | 60.5%-27.1pp | 69.1%-35.8pp | 69.9%-36.5pp |
| Annual return | -5.32% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $302 | $855-64.7% | $1,961-84.6% | $2,111-85.7% |
| Participant deferral / active EE | $1,163 | $2,277-48.9% | $3,108-62.6% | $3,350-65.3% |
| Admin fee / account holder | $12 | $467-97.5% | $5,060-99.8% | $521-97.8% |