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 7-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $54,211 |
Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $28,408 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC DE Service code 15 · EIN 72-1450587 | Recordkeeping | $4,800 |
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 | $39,308 | $47,126-16.6% | $149,673-73.7% | $74,419-47.2% |
| Participation rate | 46.3% | 63.4%-17.1pp | 78.8%-32.5pp | 70.7%-24.4pp |
| Annual return | 24.89% | 22.75%+2.1pp | 134.42%-109.5pp | 34.38%-9.5pp |
| Employer contribution / active EE | $1,514 | $1,905-20.5% | $4,818-68.6% | $2,637-42.6% |
| Participant deferral / active EE | $2,774 | $2,728+1.7% | $5,680-51.2% | $4,528-38.7% |
| Admin fee / account holder | $185 | $343-45.9% | $13,210-98.6% | $348-46.7% |