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 5-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 | $141,520 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $48,750 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $35,280 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 16 · EIN 59-1237041 | Consulting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,843 | $50,127-48.4% | $149,673-82.7% | $80,160-67.8% |
| Participation rate | 96.0% | 64.3%+31.8pp | 78.8%+17.3pp | 72.9%+23.1pp |
| Annual return | 18.11% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $308 | $1,865-83.5% | $4,818-93.6% | $2,978-89.7% |
| Participant deferral / active EE | $4,128 | $3,194+29.3% | $5,680-27.3% | $5,017-17.7% |
| Admin fee / account holder | $61 | $153-60.0% | $13,210-99.5% | $145-57.9% |