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 | $55,370 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 16 · EIN 59-1531281 | Consulting | $29,591 |
LEE CPA AUDIT GROUP6 years Service code 10 · EIN 81-4637885 | Accounting | $15,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $40,723 | $65,908-38.2% | $81,812-50.2% | $77,643-47.6% |
| Participation rate | 42.0% | 65.8%-23.8pp | 72.3%-30.3pp | 70.6%-28.5pp |
| Annual return | -4.56% | 26.64%-31.2pp | 773.79%-778.4pp | 31.24%-35.8pp |
| Employer contribution / active EE | $929 | $2,370-60.8% | $2,912-68.1% | $2,726-65.9% |
| Participant deferral / active EE | $2,244 | $3,505-36.0% | $4,319-48.0% | $4,647-51.7% |
| Admin fee / account holder | $343 | $526-34.9% | $7,386-95.4% | $430-20.4% |