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... | $124,209 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $85,720 |
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 | $162,413 | $54,193+199.7% | $93,606+73.5% | $77,643+109.2% |
| Participation rate | 91.3% | 63.9%+27.4pp | 68.7%+22.6pp | 70.6%+20.8pp |
| Annual return | 15.71% | 30.54%-14.8pp | 133.20%-117.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,722 | $1,168+47.4% | $2,420-28.9% | $2,726-36.8% |
| Participant deferral / active EE | $9,468 | $3,144+201.1% | $4,411+114.6% | $4,647+103.7% |
| Admin fee / account holder | $443 | $576-23.1% | $8,285-94.7% | $430+2.9% |