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 |
|---|---|---|
Service code 10 · EIN 45-4128109 | Accounting | $18,707 |
NICHOLAS PENSION CONSULTANTS7 years Service code 15 · EIN 27-1186851 | Recordkeeping | $17,224 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,773 |
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 | $110,318 | $108,549+1.6% | $156,263-29.4% | $85,563+28.9% |
| Participation rate | 76.6% | 77.1%-0.5pp | 78.9%-2.3pp | 66.0%+10.6pp |
| Annual return | 25.71% | 21.79%+3.9pp | 59.47%-33.8pp | 31.51%-5.8pp |
| Employer contribution / active EE | $1,493 | $2,690-44.5% | $4,333-65.6% | $2,654-43.8% |
| Participant deferral / active EE | $8,798 | $4,800+83.3% | $6,158+42.9% | $4,375+101.1% |
| Admin fee / account holder | $160 | $650-75.4% | $14,255-98.9% | $834-80.8% |