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 5-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 INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $9,104 |
QBI, LLC1+ years Filed as: QBI Service code 15 · EIN 26-2768667 | Recordkeeping | $6,310 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,864 | $98,750-52.5% | $149,696-68.7% | $79,858-41.3% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.7pp |
| Annual return | 14.34% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $806 | $3,216-74.9% | $4,644-82.6% | $2,471-67.4% |
| Participant deferral / active EE | $4,235 | $5,680-25.5% | $6,842-38.1% | $3,740+13.2% |
| Admin fee / account holder | $156 | $6,053-97.4% | $9,309-98.3% | $5,306-97.1% |