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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $80,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $73,349 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $40,101 |
Filed as: COREBRIDGE Service code 13 · EIN 74-1625348 | Contract Administrator | $6,796 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,461 | $91,762+232.9% | $67,502+352.5% | $77,643+293.4% |
| Participation rate | 68.2% | 75.9%-7.7pp | 72.9%-4.6pp | 70.6%-2.3pp |
| Annual return | 12.27% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $4,078 | $3,181+28.2% | $2,731+49.3% | $2,726+49.6% |
| Participant deferral / active EE | $6,257 | $3,903+60.3% | $4,000+56.4% | $4,647+34.6% |
| Admin fee / account holder | $879 | $176+399.2% | $3,998-78.0% | $430+104.1% |