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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $31,170 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $13,536 |
FELCH & COMPANY LLC9+ years Service code 10 · EIN 01-0540055 | Accounting | $10,000 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,101 |
DOWNEAST PENSION SERVICES, INC.9+ years Service code 15 · EIN 01-0472857 | Recordkeeping | $192 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,443 | $71,050+20.3% | $93,606-8.7% | $80,856+5.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.77% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,193 | $1,564-23.7% | $2,420-50.7% | $2,755-56.7% |
| Participant deferral / active EE | $4,483 | $4,034+11.1% | $4,411+1.6% | $4,296+4.4% |
| Admin fee / account holder | $327 | $6,945-95.3% | $8,285-96.0% | $6,918-95.3% |