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 | Shareholder servicing fees; Participa... | $48,435 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,015 | $80,717+266.7% | $154,803+91.2% | $84,808+249.0% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.9pp | 68.3%+29.6pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,072 | $2,761+119.9% | $4,305+41.0% | $2,631+130.8% |
| Participant deferral / active EE | $6,233 | $3,303+88.7% | $5,540+12.5% | $4,212+48.0% |
| Admin fee / account holder | $384 | $6,746-94.3% | $14,329-97.3% | $7,344-94.8% |