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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $185,430 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $90,241 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $216 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,439 | $82,917-11.4% | $103,333-28.9% | $77,643-5.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.23% | 19.13%-4.9pp | 24.88%-10.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,137 | $3,552-68.0% | $3,868-70.6% | $2,726-58.3% |
| Participant deferral / active EE | $4,973 | $4,108+21.1% | $5,057-1.7% | $4,647+7.0% |
| Admin fee / account holder | $310 | $638-51.4% | $8,355-96.3% | $430-27.9% |