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 10 · EIN 95-2820500 | Accounting | $13,225 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $4,090 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,747 | $89,739+40.1% | $149,718-16.0% | $62,292+101.9% |
| Participation rate | 74.9% | 85.1%-10.3pp | 87.1%-12.2pp | 69.5%+5.3pp |
| Annual return | 10.70% | 21.01%-10.3pp | 1501.63%-1490.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,951 | $3,233-39.6% | $5,445-64.2% | $2,042-4.5% |
| Participant deferral / active EE | $4,757 | $4,797-0.8% | $6,569-27.6% | $3,169+50.1% |
| Admin fee / account holder | $118 | $551-78.6% | $11,283-99.0% | $479-75.4% |