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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $10,553 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $2,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,339 | $54,320-27.6% | $67,652-41.9% | $52,331-24.8% |
| Participation rate | 22.3% | 73.6%-51.3pp | 75.7%-53.4pp | 68.1%-45.8pp |
| Annual return | -0.58% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $512 | $2,950-82.6% | $3,560-85.6% | $3,022-83.1% |
| Admin fee / account holder | $149 | $527-71.8% | $4,821-96.9% | $592-74.9% |