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 | $1,974 |
3(16) FIDUCIARY SERVICES CORP2+ years Filed as: 3(16) FIDUCIARY SERVICES CORP. Service code 15 · EIN 45-4813650 | Recordkeeping | $350 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $35,840 | $42,546-15.8% | $71,796-50.1% | $55,167-35.0% |
| Participation rate | 4.7% | 59.1%-54.4pp | 69.1%-64.4pp | 69.0%-64.3pp |
| Annual return | 2.29% | 12.36%-10.1pp | 78.04%-75.7pp | 169.23%-166.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $70 | $2,064-96.6% | $2,794-97.5% | $3,054-97.7% |
| Admin fee / account holder | $332 | $650-48.9% | $4,815-93.1% | $504-34.1% |