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 |
|---|---|---|
EXETER FINANCIAL LLC1 year Service code 27 · EIN 20-5920032 | Advisory (Plan) | $7,969 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,351 |
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).
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 | $32,985 | $52,670-37.4% | $90,404-63.5% | $73,409-55.1% |
| Participation rate | 19.5% | 67.7%-48.2pp | 72.7%-53.2pp | 72.2%-52.7pp |
| Annual return | 19.32% | 20.70%-1.4pp | 1293.02%-1273.7pp | 59.29%-40.0pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $586 | $2,807-79.1% | $3,963-85.2% | $3,805-84.6% |
| Admin fee / account holder | $89 | $117-23.9% | $5,611-98.4% | $158-43.8% |