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 4-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $335,911 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $200,170 |
TEMPLETON & COMPANY LLP2 years Filed as: TEMPLETON & COMPANY Service code 10 · EIN 14-1918990 | Accounting | $34,500 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $24,958 |
IPI WEALTH MANAGEMENT INC3 years Service code 27 · EIN 37-1202099 | Advisory (Plan) | $5,919 |
PROPARTNERS WEALTH LLC3 years Service code 27 · EIN 82-4891284 | Advisory (Plan) | $5,652 |
Service code 17 · EIN 84-5060655 | Pension Consulting | $1,320 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $208 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $191 |
AVMA LIFE TRUST LLC1 year Service code 35 · EIN 84-2685033 | Employee (plan sponsor) | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,862 | $122,186-70.6% | $146,958-75.6% | $199,593-82.0% |
| Participation rate | 49.1% | 78.3%-29.2pp | 82.2%-33.0pp | 72.0%-22.9pp |
| Annual return | 16.39% | 30.56%-14.2pp | 418.34%-401.9pp | 34.25%-17.9pp |
| Employer contribution / active EE | $1,608 | $4,093-60.7% | $4,933-67.4% | $3,034-47.0% |
| Participant deferral / active EE | $3,350 | $8,502-60.6% | $8,070-58.5% | $5,087-34.1% |
| Admin fee / account holder | $292 | $179+63.5% | $12,998-97.8% | $269+8.7% |