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 3-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $120,119 |
Filed as: 360 PAYROLL INTEGRATIONS CORP Service code 17 · EIN 83-3880266 | Pension Consulting | $52,814 |
NPPG1 year Filed as: PLAN PROFESSIONALS D/B/A NPPG PLAN Service code 15 · EIN 85-3213245 | Recordkeeping | $50,904 |
Filed as: SERVANT SPIRIT SERVICES Service code 99 · EIN 93-4904307 | Other Fees | $42,404 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918900 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,369 | $41,510-41.3% | $84,966-71.3% | $99,062-75.4% |
| Participation rate | 10.2% | 35.3%-25.1pp | 67.5%-57.3pp | 71.6%-61.4pp |
| Annual return | 10.56% | 17.38%-6.8pp | 66.38%-55.8pp | 17.66%-7.1pp |
| Employer contribution / active EE | $20 | $1,137-98.2% | $2,727-99.3% | $3,262-99.4% |
| Participant deferral / active EE | $360 | $2,246-84.0% | $4,519-92.0% | $5,331-93.2% |
| Admin fee / account holder | $550 | $175+213.6% | $6,149-91.1% | $109+404.2% |