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 | $78,527 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $24,932 |
NATIONAL ADMINISTRATION, INC.7+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $10,337 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $8,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $80 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,845 | $72,607+38.9% | $90,749+11.1% | $66,914+50.7% |
| Participation rate | 96.7% | 73.7%+23.0pp | 75.7%+21.0pp | 69.8%+26.9pp |
| Annual return | -17.00% | -12.28%-4.7pp | -12.16%-4.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,237 | $2,369-5.6% | $2,921-23.4% | $2,544-12.1% |
| Participant deferral / active EE | $6,763 | $3,977+70.0% | $4,564+48.2% | $4,237+59.6% |
| Admin fee / account holder | $457 | $707-35.4% | $8,445-94.6% | $593-23.0% |