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 | $10,748 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICS, Service code 15 · EIN 45-0514557 | Recordkeeping | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,138 | $99,957-23.8% | $149,696-49.1% | $73,488+3.6% |
| Participation rate | 37.6% | 75.7%-38.1pp | 82.5%-44.9pp | 70.7%-33.1pp |
| Annual return | 71.09% | 53.87%+17.2pp | 276.60%-205.5pp | 28.51%+42.6pp |
| Employer contribution / active EE | $930 | $3,191-70.8% | $4,644-80.0% | $2,270-59.0% |
| Participant deferral / active EE | $2,690 | $6,073-55.7% | $6,842-60.7% | $3,740-28.1% |
| Admin fee / account holder | $220 | $551-60.1% | $9,309-97.6% | $513-57.2% |