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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $47,905 |
PENSION PLAN SPECIALISTS, PC9+ years Service code 15 · EIN 91-1889112 | Recordkeeping | $36,400 |
GOETZ BAILEY & YALE PS4 years Service code 10 · EIN 41-1874918 | Accounting | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,004 | $57,739-49.8% | $112,229-74.2% | $74,419-61.0% |
| Participation rate | 53.6% | 55.6%-2.0pp | 72.4%-18.8pp | 70.7%-17.1pp |
| Annual return | 13.13% | 19.52%-6.4pp | 30.20%-17.1pp | 34.38%-21.2pp |
| Employer contribution / active EE | $1,463 | $1,675-12.7% | $3,430-57.4% | $2,637-44.5% |
| Participant deferral / active EE | $2,263 | $2,891-21.7% | $4,798-52.8% | $4,528-50.0% |
| Admin fee / account holder | $91 | $462-80.4% | $7,748-98.8% | $348-74.0% |