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 9-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $257,721 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $54,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,562 | $104,165-63.9% | $96,139-60.9% | $106,520-64.7% |
| Participation rate | 14.5% | 31.3%-16.8pp | 68.4%-54.0pp | 71.3%-56.8pp |
| Annual return | 6.71% | 25.28%-18.6pp | 191.94%-185.2pp | 19.28%-12.6pp |
| Employer contribution / active EE | $63 | $599-89.4% | $2,797-97.7% | $2,840-97.8% |
| Participant deferral / active EE | $798 | $1,572-49.2% | $4,349-81.6% | $4,948-83.9% |
| Admin fee / account holder | $119 | $98+21.5% | $5,537-97.9% | $75+59.7% |