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 | Direct payment from the plan; Claims ... | $111,937 |
LION STREET ADVISORS LLC9 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $23,750 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,055 | $49,915+86.4% | $154,803-39.9% | $74,304+25.2% |
| Participation rate | 94.2% | 54.0%+40.2pp | 78.1%+16.1pp | 60.3%+33.8pp |
| Annual return | 16.73% | 34.06%-17.3pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,958 | $2,255+297.3% | $5,540+61.7% | $3,767+137.8% |
| Admin fee / account holder | $328 | $2,189-85.0% | $14,329-97.7% | $2,969-89.0% |