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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,968 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $1,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,017 | $62,586-5.7% | $76,768-23.1% | $64,186-8.1% |
| Participation rate | 60.9% | 72.8%-11.9pp | 77.0%-16.1pp | 69.6%-8.7pp |
| Annual return | -7.75% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,208 | $1,832+20.5% | $2,485-11.1% | $2,381-7.3% |
| Participant deferral / active EE | $3,093 | $3,145-1.6% | $3,852-19.7% | $3,470-10.8% |
| Admin fee / account holder | $69 | $4,667-98.5% | $6,675-99.0% | $4,888-98.6% |