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 |
|---|---|---|
HILLSPRING FINANCIAL INC4 years Filed as: HILLSPRING FINANCIAL INC. Service code 27 · EIN 87-0511814 | Advisory (Plan) | $74,771 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $54,168 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $38,487 |
Filed as: MANSPERGER PATTERSON & MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $4,625 |
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.)
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 | $80,591 | $54,193+48.7% | $93,654-13.9% | $77,671+3.8% |
| Participation rate | 48.2% | 63.9%-15.7pp | 68.7%-20.5pp | 70.6%-22.4pp |
| Annual return | 27.72% | 30.54%-2.8pp | 133.34%-105.6pp | 31.21%-3.5pp |
| Employer contribution / active EE | $1,204 | $1,168+3.1% | $2,421-50.3% | $2,726-55.8% |
| Participant deferral / active EE | $3,787 | $3,144+20.5% | $4,413-14.2% | $4,648-18.5% |
| Admin fee / account holder | $373 | $576-35.2% | $8,282-95.5% | $430-13.3% |