See peer percentile detail. $4.99 for your first month.
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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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $452,610 |
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $191,926 |
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $97,555 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $75,722 |
ERP SOUTHWEST LLC1 year Filed as: ERP SOUTHWEST LLC DBA ERP RETIREMEN Service code 15 · EIN 92-1711496 | Recordkeeping | $71,754 |
ERP RETIREMENT SERVICES1 year Filed as: ERP SOUTHWEST LLC DBA RETIREMENT SE Service code 15 | Recordkeeping | $26,652 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $20,121 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 | Accounting | $19,500 |
CHUBB1 year Service code 99 · EIN 13-2595722 | Other Fees | $6,441 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $2,520 |
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.
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 | $54,479 | $99,062-45.0% | $81,812-33.4% | $99,062-45.0% |
| Participation rate | 23.7% | 71.6%-47.9pp | 72.3%-48.6pp | 71.6%-47.9pp |
| Annual return | -7.80% | 17.66%-25.5pp | 773.79%-781.6pp | 17.66%-25.5pp |
| Employer contribution / active EE | $744 | $3,262-77.2% | $2,912-74.4% | $3,262-77.2% |
| Participant deferral / active EE | $1,717 | $5,331-67.8% | $4,319-60.2% | $5,331-67.8% |
| Admin fee / account holder | $414 | $109+280.0% | $7,386-94.4% | $109+280.0% |