See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $69,848 |
Filed as: SA STONE WEALTH MANAGEMENT INC. Service code 22 · EIN 75-2975513 | Insurance Broker | $23,332 |
Service code 13 · EIN 31-1140070 | Contract Administrator | $8,660 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES Service code 15 · EIN 31-1560462 | Recordkeeping | $6,233 |
Filed as: MCGREGOR AND ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $1,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,277 | $185,342-85.3% | $111,297-75.5% | $86,799-68.6% |
| Participation rate | 63.3% | 81.0%-17.7pp | 77.3%-14.0pp | 72.3%-9.0pp |
| Annual return | 13.35% | 500.80%-487.5pp | 54.65%-41.3pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,932 | $2,246-14.0% | $2,731-29.3% | $2,405-19.7% |
| Participant deferral / active EE | $1,906 | $4,458-57.2% | $4,487-57.5% | $4,131-53.9% |
| Admin fee / account holder | $211 | $255-17.2% | $7,964-97.3% | $170+24.7% |