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 3-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 SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $60,227 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $30,904 |
STALKER & ASSOCIATES, INC.3+ years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $4,175 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $2,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,886 | $79,013+31.5% | $100,391+3.5% | $74,495+39.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 12.38% | 20.41%-8.0pp | 49.20%-36.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,217 | $3,021+39.6% | $3,942+7.0% | $2,623+60.8% |
| Participant deferral / active EE | $6,566 | $7,760-15.4% | $8,082-18.8% | $4,346+51.1% |
| Admin fee / account holder | $498 | $1,320-62.3% | $7,899-93.7% | $1,942-74.4% |