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 02-0394333 | Accounting | $12,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,064 |
RETIREMENT SOLUTION GROUP3+ years Service code 15 · EIN 20-2668095 | Recordkeeping | $3,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $45,145 | $80,753-44.1% | $136,294-66.9% | $62,292-27.5% |
| Participation rate | 37.7% | 73.5%-35.9pp | 81.9%-44.2pp | 69.5%-31.8pp |
| Annual return | 13.84% | 35.83%-22.0pp | 5155.94%-5142.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $14 | $2,884-99.5% | $4,695-99.7% | $2,042-99.3% |
| Participant deferral / active EE | $2,399 | $5,164-53.5% | $6,247-61.6% | $3,169-24.3% |
| Admin fee / account holder | $306 | $525-41.7% | $9,243-96.7% | $479-36.1% |