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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Claims pro... | $111,206 |
WISS & COMPANY, LLP8 years Service code 11 · EIN 22-1732349 | Actuarial | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,572 | $80,724+334.3% | $103,333+239.3% | $74,495+370.6% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 16.43% | 27.56%-11.1pp | 24.88%-8.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,073 | $3,157+60.7% | $3,868+31.2% | $2,623+93.4% |
| Participant deferral / active EE | $15,262 | $3,860+295.4% | $5,057+201.8% | $4,346+251.2% |
| Admin fee / account holder | $460 | $2,368-80.6% | $8,355-94.5% | $1,942-76.3% |