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 SOL LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $59,492 |
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES, INC. Service code 22 | Insurance Broker | $35,548 |
HUNNEX AND SHOEMAKER, INC.11+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 15 · EIN 91-1072394 | Recordkeeping | $19,306 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $15,721 |
M HOLDINGS SECURITIES INC11+ years Service code 22 · EIN 91-1802259 | Insurance Broker | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,864 | $56,767+14.3% | $101,794-36.3% | $85,563-24.2% |
| Participation rate | 28.8% | 57.6%-28.8pp | 69.2%-40.3pp | 66.0%-37.1pp |
| Annual return | 13.18% | 17.76%-4.6pp | 30.53%-17.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $590 | $1,112-47.0% | $2,289-74.2% | $2,654-77.8% |
| Participant deferral / active EE | $2,376 | $2,720-12.7% | $4,084-41.8% | $4,375-45.7% |
| Admin fee / account holder | $394 | $1,098-64.1% | $8,777-95.5% | $834-52.8% |