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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $75,226 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS Service code 16 · EIN 81-3968784 | Consulting | $54,808 |
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.
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 | $63,747 | $89,436-28.7% | $164,813-61.3% | $77,643-17.9% |
| Participation rate | 98.2% | 78.6%+19.6pp | 78.6%+19.6pp | 70.6%+27.6pp |
| Annual return | 9.10% | 28.83%-19.7pp | 69.93%-60.8pp | 31.24%-22.1pp |
| Employer contribution / active EE | $1,760 | $2,569-31.5% | $4,341-59.5% | $2,726-35.4% |
| Participant deferral / active EE | $5,869 | $4,897+19.9% | $6,031-2.7% | $4,647+26.3% |
| Admin fee / account holder | $368 | $339+8.3% | $12,690-97.1% | $430-14.5% |