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 | $141,328 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $6,175 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,709 | $108,549+31.5% | $156,263-8.7% | $85,563+66.8% |
| Participation rate | 69.5% | 77.1%-7.6pp | 78.9%-9.4pp | 66.0%+3.5pp |
| Annual return | 13.82% | 21.79%-8.0pp | 59.47%-45.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,359 | $2,690+24.9% | $4,333-22.5% | $2,654+26.6% |
| Participant deferral / active EE | $7,966 | $4,800+65.9% | $6,158+29.4% | $4,375+82.1% |
| Admin fee / account holder | $662 | $650+1.8% | $14,255-95.4% | $834-20.7% |