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: MORGAN STANLEY Service code 27 · EIN 81-5465684 | Advisory (Plan) | $62,500 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $62,259 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $16,632 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $9,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,171 | $78,485+59.5% | $106,213+17.8% | $74,495+68.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 75.3%+22.5pp | 67.2%+30.6pp |
| Annual return | 22.36% | 15.95%+6.4pp | 116.14%-93.8pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $2,580 | $2,523+2.3% | $3,171-18.7% | $2,623-1.7% |
| Participant deferral / active EE | $7,577 | $4,322+75.3% | $5,016+51.1% | $4,346+74.3% |
| Admin fee / account holder | $595 | $2,232-73.3% | $11,033-94.6% | $1,942-69.4% |