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.8+ years Service code 10 · EIN 74-2170758 | Accounting | $18,928 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,934 |
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 | $52,958 | $64,707-18.2% | $112,228-52.8% | $68,494-22.7% |
| Participation rate | 69.7% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.8pp |
| Annual return | -19.07% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $900 | $2,746-67.2% | $3,635-75.2% | $2,596-65.3% |
| Participant deferral / active EE | $3,817 | $3,565+7.1% | $4,728-19.3% | $4,027-5.2% |
| Admin fee / account holder | $299 | $5,232-94.3% | $6,410-95.3% | $5,403-94.5% |