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 | $64,156 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 81-5465684 | Advisory (Plan) | $50,000 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $18,045 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $11,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,472 | $84,556+41.3% | $116,228+2.8% | $74,304+60.8% |
| Participation rate | 97.4% | 66.0%+31.4pp | 74.6%+22.9pp | 60.3%+37.1pp |
| Annual return | 11.04% | 18.35%-7.3pp | 90.06%-79.0pp | 29.43%-18.4pp |
| Employer contribution / active EE | $2,340 | $2,168+7.9% | $2,994-21.9% | $2,241+4.4% |
| Participant deferral / active EE | $6,945 | $3,814+82.1% | $4,953+40.2% | $3,767+84.3% |
| Admin fee / account holder | $523 | $3,792-86.2% | $11,989-95.6% | $2,969-82.4% |