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 10-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 | $35,051 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $20,594 |
RANDALL & HURLEY, INC.6+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $2,400 |
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 | $51,492 | $58,101-11.4% | $118,925-56.7% | $73,409-29.9% |
| Participation rate | 87.7% | 56.1%+31.6pp | 75.4%+12.3pp | 72.2%+15.5pp |
| Annual return | 11.85% | 20.56%-8.7pp | 35.88%-24.0pp | 59.29%-47.4pp |
| Employer contribution / active EE | $785 | $1,445-45.7% | $3,263-75.9% | $2,234-64.8% |
| Participant deferral / active EE | $3,607 | $2,400+50.3% | $4,265-15.4% | $3,805-5.2% |
| Admin fee / account holder | $161 | $138+16.4% | $6,581-97.6% | $158+1.8% |