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 RETIREMENT SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $93,806 |
CADARET GRANT & CO INC4 years Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $49,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,841 | $52,293-67.8% | $178,490-90.6% | $73,409-77.1% |
| Participation rate | 77.2% | 65.3%+11.8pp | 81.9%-4.7pp | 72.2%+5.0pp |
| Annual return | 14.21% | 34.75%-20.5pp | 151.07%-136.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $105 | $1,735-94.0% | $5,011-97.9% | $2,234-95.3% |
| Participant deferral / active EE | $1,382 | $2,332-40.7% | $5,202-73.4% | $3,805-63.7% |
| Admin fee / account holder | $164 | $127+28.6% | $13,984-98.8% | $158+3.7% |