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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $199,356 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISORS, INC. Service code 33 · EIN 31-1509466 | Securities brokerage; Securities brok... | $12,551 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,814 | $35,197+149.5% | $53,898+62.9% | $102,872-14.6% |
| Participation rate | 52.8% | 29.6%+23.3pp | 55.0%-2.1pp | 73.0%-20.2pp |
| Annual return | 15.26% | 17.55%-2.3pp | 528.60%-513.3pp | 19.06%-3.8pp |
| Employer contribution / active EE | $1,922 | $713+169.7% | $932+106.2% | $3,526-45.5% |
| Participant deferral / active EE | $4,211 | $1,333+216.0% | $1,826+130.6% | $5,535-23.9% |
| Admin fee / account holder | $164 | $834-80.4% | $2,491-93.4% | $292-43.9% |