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 | $212,614 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $94,357 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $61,891 |
LANCE SOLL & LUNGHARD LLP3 years Service code 10 · EIN 95-2700123 | Accounting | $19,000 |
Filed as: NORTHWEST CAPITAL MANAGEMENT Service code 27 · EIN 93-1242462 | Advisory (Plan) | $0 |
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 | $44,756 | $37,317+19.9% | $77,024-41.9% | $77,904-42.6% |
| Participation rate | 86.5% | 46.9%+39.6pp | 67.9%+18.6pp | 73.7%+12.8pp |
| Annual return | -13.53% | -5.88%-7.6pp | 42.32%-55.8pp | 12.21%-25.7pp |
| Employer contribution / active EE | $2,673 | $1,218+119.4% | $2,812-4.9% | $2,848-6.1% |
| Participant deferral / active EE | $3,477 | $2,564+35.6% | $4,426-21.4% | $4,806-27.6% |
| Admin fee / account holder | $259 | $126+105.7% | $5,425-95.2% | $133+95.1% |