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 | $58,763 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $42,713 |
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 · EIN 92-2678185 | Advisory (Plan) | $15,000 |
TWO WEST CAPITAL ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 17 · EIN 27-3055170 | Pension Consulting | $5,992 |
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 | $51,071 | $82,917-38.4% | $103,333-50.6% | $77,643-34.2% |
| Participation rate | 95.1% | 71.6%+23.6pp | 74.5%+20.6pp | 70.6%+24.5pp |
| Annual return | 10.08% | 19.13%-9.0pp | 24.88%-14.8pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,729 | $3,552-51.3% | $3,868-55.3% | $2,726-36.6% |
| Participant deferral / active EE | $4,940 | $4,108+20.3% | $5,057-2.3% | $4,647+6.3% |
| Admin fee / account holder | $252 | $638-60.5% | $8,355-97.0% | $430-41.5% |