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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $118,433 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $5,980 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,028 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,082 | $89,436+14.1% | $164,813-38.1% | $77,643+31.5% |
| Participation rate | 93.6% | 78.6%+15.0pp | 78.6%+15.0pp | 70.6%+23.0pp |
| Annual return | 14.74% | 28.83%-14.1pp | 69.93%-55.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,116 | $2,569+21.3% | $4,341-28.2% | $2,726+14.3% |
| Participant deferral / active EE | $7,666 | $4,897+56.6% | $6,031+27.1% | $4,647+65.0% |
| Admin fee / account holder | $472 | $339+38.9% | $12,690-96.3% | $430+9.6% |