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 SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $55,982 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $27,919 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,245 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 15 · EIN 01-0540055 | Recordkeeping | $1,998 |
DOWNEAST PENSION SERVICES, INC.10+ years Service code 15 · EIN 01-0472857 | Recordkeeping | $300 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,648 | $66,098+29.6% | $101,794-15.9% | $74,304+15.3% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 11.07% | 19.59%-8.5pp | 30.53%-19.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $929 | $1,082-14.1% | $2,289-59.4% | $2,241-58.5% |
| Participant deferral / active EE | $4,100 | $2,781+47.4% | $4,084+0.4% | $3,767+8.8% |
| Admin fee / account holder | $426 | $4,146-89.7% | $8,777-95.1% | $2,969-85.6% |