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 | $168,709 |
Filed as: FIRST INTERSTATE BANK OF COMMERCE T Service code 27 · EIN 81-6023169 | Advisory (Plan) | $90,469 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $20,834 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
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).
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 | $45,053 | $55,331-18.6% | $81,812-44.9% | $199,593-77.4% |
| Participation rate | 72.3% | 62.5%+9.8pp | 72.3%-0.1pp | 72.0%+0.3pp |
| Annual return | -1.70% | 19.59%-21.3pp | 773.79%-775.5pp | 34.25%-36.0pp |
| Employer contribution / active EE | $1,375 | $2,101-34.6% | $2,912-52.8% | $3,034-54.7% |
| Participant deferral / active EE | $3,570 | $3,283+8.7% | $4,319-17.3% | $5,087-29.8% |
| Admin fee / account holder | $237 | $346-31.3% | $7,386-96.8% | $269-11.7% |