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 |
|---|---|---|
TARYN R. SCHUMAN, CPA, INC2+ years Service code 10 · EIN 99-0338688 | Accounting | $11,518 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,745 | $48,364+21.5% | $71,796-18.2% | $62,891-6.6% |
| Participation rate | 57.9% | 60.6%-2.7pp | 69.1%-11.2pp | 69.3%-11.4pp |
| Annual return | 10.57% | 13.16%-2.6pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,731 | $2,091+78.4% | $2,794+33.5% | $3,203+16.5% |
| Admin fee / account holder | $219 | $3,771-94.2% | $4,815-95.5% | $4,296-94.9% |