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 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $65,949 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,182 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 03-9606443 | Accounting | $14,175 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,706 | $98,727+75.9% | $113,168+53.5% | $85,563+103.0% |
| Participation rate | 52.3% | 80.8%-28.5pp | 76.6%-24.3pp | 66.0%-13.7pp |
| Annual return | 13.95% | 17.43%-3.5pp | 24.27%-10.3pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,690 | $2,907-41.9% | $2,975-43.2% | $2,654-36.3% |
| Participant deferral / active EE | $4,769 | $5,424-12.1% | $5,107-6.6% | $4,375+9.0% |
| Admin fee / account holder | $414 | $357+16.1% | $12,068-96.6% | $834-50.3% |