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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $48,731 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $45,399 |
TWO WEST CAPITAL ADVISORS2 years Service code 17 · EIN 27-3055170 | Pension Consulting | $4,538 |
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 | $27,021 | $106,236-74.6% | $112,228-75.9% | $64,808-58.3% |
| Participation rate | 85.5% | 71.7%+13.9pp | 75.1%+10.5pp | 71.5%+14.1pp |
| Annual return | -23.69% | -6.02%-17.7pp | 27.45%-51.1pp | 32.82%-56.5pp |
| Employer contribution / active EE | $1,398 | $3,166-55.8% | $3,635-61.5% | $2,506-44.2% |
| Participant deferral / active EE | $2,946 | $3,785-22.2% | $4,728-37.7% | $4,310-31.7% |
| Admin fee / account holder | $184 | $452-59.2% | $6,410-97.1% | $188-1.8% |