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 SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $14,317 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 | Insurance Broker | $7,265 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP - CALIFORNIA Service code 15 · EIN 68-0071806 | Recordkeeping | $3,268 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,753 | $35,986+74.4% | $77,482-19.0% | $73,488-14.6% |
| Participation rate | 22.5% | 40.8%-18.3pp | 54.2%-31.7pp | 70.7%-48.2pp |
| Annual return | 9.87% | 19.26%-9.4pp | 54.79%-44.9pp | 28.51%-18.6pp |
| Employer contribution / active EE | $293 | $557-47.5% | $986-70.3% | $2,270-87.1% |
| Participant deferral / active EE | $452 | $1,198-62.2% | $1,861-75.7% | $3,740-87.9% |
| Admin fee / account holder | $376 | $466-19.2% | $2,858-86.8% | $513-26.6% |