Filed August 1, 2025
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 | $20,480 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,553 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $4,400 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
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 | $70,020 | $64,480+8.6% | $81,382-14.0% | $80,856-13.4% |
| Participation rate | 92.6% | 63.9%+28.8pp | 69.5%+23.1pp | 67.6%+25.0pp |
| Annual return | 10.65% | 16.34%-5.7pp | 24.73%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,376 | $1,978+121.2% | $2,463+77.7% | $2,755+58.8% |
| Participant deferral / active EE | $6,557 | $3,094+111.9% | $3,883+68.9% | $4,296+52.6% |
| Admin fee / account holder | $372 | $5,671-93.4% | $5,768-93.6% | $6,918-94.6% |