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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $145,868 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $73,782 |
QBI, LLC6+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $48,046 |
Service code 10 · EIN 95-2700123 | Accounting | $31,425 |
Filed as: NORTHWEST CAPITAL MANAGEMENT Service code 27 · EIN 93-1242462 | Advisory (Plan) | $5,786 |
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 | $47,957 | $46,219+3.8% | $89,391-46.4% | $90,288-46.9% |
| Participation rate | 78.4% | 44.9%+33.5pp | 68.0%+10.4pp | 73.4%+5.0pp |
| Annual return | 15.48% | 25.71%-10.2pp | 245.62%-230.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $2,494 | $953+161.7% | $2,586-3.5% | $2,524-1.2% |
| Participant deferral / active EE | $2,700 | $2,136+26.4% | $3,890-30.6% | $4,232-36.2% |
| Admin fee / account holder | $188 | $147+28.0% | $4,881-96.1% | $114+64.9% |