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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $331,914 |
Filed as: ACCELERATE RETIREMENT Service code 27 · EIN 92-2678185 | Advisory (Plan) | $331,356 |
Filed as: EXECUTIVE RETIREMENT PLANS, LLC Service code 27 · EIN 92-1711496 | Advisory (Plan) | $271,718 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $92,559 |
TEMPLETON ACCOUNTANTS & ADVISORS1 year Service code 10 · EIN 14-1918990 | Accounting | $20,000 |
ALKEME1 year Service code 99 · EIN 83-1773439 | Other Fees | $7,340 |
CHUBB1 year Filed as: CHUBB COMMERCIAL INSURANCE Service code 99 · EIN 13-2595722 | Other Fees | $6,652 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $1,560 |
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 | $58,584 | $63,770-8.1% | $71,209-17.7% | $102,872-43.1% |
| Participation rate | 39.2% | 61.0%-21.8pp | 73.8%-34.5pp | 73.0%-33.8pp |
| Annual return | 2.17% | 16.01%-13.8pp | 282.51%-280.3pp | 19.06%-16.9pp |
| Employer contribution / active EE | $1,196 | $2,367-49.5% | $2,721-56.0% | $3,526-66.1% |
| Participant deferral / active EE | $2,780 | $3,587-22.5% | $4,175-33.4% | $5,535-49.8% |
| Admin fee / account holder | $517 | $220+135.5% | $5,349-90.3% | $292+77.1% |