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 | $179,904 |
Filed as: FIRST INTERSTATE BANK OF COMMERCE T Service code 27 · EIN 81-6023169 | Advisory (Plan) | $82,765 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $24,180 |
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 | $37,350 | $52,660-29.1% | $86,612-56.9% | $80,160-53.4% |
| Participation rate | 80.7% | 62.4%+18.3pp | 71.7%+9.0pp | 72.9%+7.7pp |
| Annual return | 17.62% | 24.87%-7.3pp | 591.07%-573.4pp | 40.38%-22.8pp |
| Employer contribution / active EE | $1,342 | $2,140-37.3% | $3,022-55.6% | $2,978-54.9% |
| Participant deferral / active EE | $3,347 | $3,215+4.1% | $4,438-24.6% | $5,017-33.3% |
| Admin fee / account holder | $192 | $113+69.9% | $5,614-96.6% | $145+32.2% |