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 |
|---|---|---|
COHN REZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $36,750 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $34,401 |
Annual investment return 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 | $48,612 | $89,465-45.7% | $164,866-70.5% | $77,671-37.4% |
| Participation rate | 91.4% | 78.6%+12.7pp | 78.6%+12.8pp | 70.6%+20.8pp |
| Annual return | 11.75% | 28.81%-17.1pp | 69.97%-58.2pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,145 | $2,568-55.4% | $4,343-73.6% | $2,726-58.0% |
| Participant deferral / active EE | $4,523 | $4,897-7.6% | $6,033-25.0% | $4,648-2.7% |
| Admin fee / account holder | $39 | $340-88.5% | $12,689-99.7% | $430-90.9% |