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 9-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 | $163,752 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $52,921 |
3(16) FIDUCIARY SERVICES CORP4+ years Service code 14 · EIN 45-4813650 | Plan Administrator | $23,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,494 | $53,565-67.3% | $172,739-89.9% | $82,204-78.7% |
| Participation rate | 14.7% | 69.6%-55.0pp | 82.6%-68.0pp | 73.4%-58.7pp |
| Annual return | 23.64% | 31.42%-7.8pp | 802.84%-779.2pp | 26.31%-2.7pp |
| Employer contribution / active EE | $81 | $1,857-95.6% | $5,143-98.4% | $2,707-97.0% |
| Participant deferral / active EE | $505 | $3,006-83.2% | $5,198-90.3% | $4,246-88.1% |
| Admin fee / account holder | $132 | $61+115.4% | $13,954-99.1% | $76+74.9% |