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 | $82,685 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $40,512 |
BPAS3 years Filed as: BPAS, INC. Service code 15 · EIN 16-1616474 | Recordkeeping | $27,869 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,053 | $50,815-68.4% | $155,509-89.7% | $77,643-79.3% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 12.02% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $129 | $1,993-93.5% | $4,672-97.2% | $2,726-95.3% |
| Participant deferral / active EE | $1,655 | $2,822-41.3% | $5,626-70.6% | $4,647-64.4% |
| Admin fee / account holder | $212 | $437-51.5% | $15,912-98.7% | $430-50.8% |