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 | $347,959 |
KAYE CAPITAL MANAGEMENT2 years Service code 27 · EIN 47-0907014 | Advisory (Plan) | $40,500 |
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.
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 | $35,466 | $36,020-1.5% | $80,569-56.0% | $103,482-65.7% |
| Participation rate | 16.5% | 38.5%-22.0pp | 67.0%-50.5pp | 73.3%-56.8pp |
| Annual return | 14.08% | 63.68%-49.6pp | 935.43%-921.3pp | 33.11%-19.0pp |
| Employer contribution / active EE | $218 | $998-78.2% | $2,723-92.0% | $3,208-93.2% |
| Participant deferral / active EE | $1,059 | $2,343-54.8% | $4,447-76.2% | $5,207-79.7% |
| Admin fee / account holder | $148 | $472-68.6% | $5,377-97.2% | $114+29.6% |