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; Participant loan p... | $60,977 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 03-9606443 | Accounting | $26,400 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,536 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $159,636 | $88,890+79.6% | $102,423+55.9% | $77,643+105.6% |
| Participation rate | 52.3% | 80.9%-28.6pp | 76.5%-24.2pp | 70.6%-18.3pp |
| Annual return | 22.09% | 24.98%-2.9pp | 29.32%-7.2pp | 31.24%-9.2pp |
| Employer contribution / active EE | $1,609 | $2,698-40.3% | $3,023-46.8% | $2,726-41.0% |
| Participant deferral / active EE | $4,562 | $5,145-11.3% | $5,053-9.7% | $4,647-1.8% |
| Admin fee / account holder | $461 | $235+96.0% | $9,451-95.1% | $430+7.2% |