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 |
|---|---|---|
BENTON, DUROY & IVEY, P.C.1+ years Service code 10 · EIN 74-2170758 | Accounting | $8,655 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,659 | $52,681-34.2% | $75,781-54.3% | $59,632-41.9% |
| Participation rate | 58.4% | 67.2%-8.8pp | 75.8%-17.4pp | 68.7%-10.2pp |
| Annual return | -1.11% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $625 | $2,193-71.5% | $3,323-81.2% | $2,203-71.6% |
| Participant deferral / active EE | $2,466 | $2,591-4.8% | $3,651-32.5% | $3,192-22.7% |
| Admin fee / account holder | $181 | $3,610-95.0% | $5,299-96.6% | $4,297-95.8% |