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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $71,558 |
USI CONSULTING GROUP10+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $41,761 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $4,117 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $74,550 | $60,323+23.6% | $81,812-8.9% | $74,495+0.1% |
| Participation rate | 91.9% | 62.9%+29.1pp | 72.3%+19.6pp | 67.2%+24.7pp |
| Annual return | 15.23% | 16.90%-1.7pp | 773.79%-758.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $5,763 | $2,620+119.9% | $2,912+97.9% | $2,623+119.7% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $412 | $1,486-72.3% | $7,386-94.4% | $1,942-78.8% |