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 | Finders' fees / placement fees; Claim... | $68,723 |
Filed as: MERRILL LYNCH Service code 26 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10080 | Advisory (Participants) | $60,000 |
NOVARA, TESIJA & CATENACCI, PLLC11+ years Filed as: NOVARA, TESIJA, PLLC Service code 29 2000 TOWN CENTER · SOUTH FIELD, MI 48075 | Legal | $47,945 |
TIC INTERNATIONAL CORPORATION11+ years Service code 16 6525 CENTURION DR · LANSING, MI 48917 | Consulting | $30,400 |
TITUS & URBANSKI, INC.7 years Service code 10 · EIN 34-1695540 | Accounting | $13,000 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,928 | $95,880+82.4% | $107,525+62.7% | $85,563+104.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 14.42% | 68.06%-53.6pp | 181.32%-166.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $6,442 | $3,812+69.0% | $3,754+71.6% | $2,654+142.8% |
| Participant deferral / active EE | $423 | $4,201-89.9% | $5,116-91.7% | $4,375-90.3% |
| Admin fee / account holder | $510 | $1,025-50.3% | $8,919-94.3% | $834-38.8% |