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: G W HENSSLER AND ASSOC Service code 27 · EIN 58-2189215 | Advisory (Plan) | $24,460 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $7,409 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $2,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,169 | $125,758-75.2% | $169,993-81.7% | $75,163-58.5% |
| Participation rate | 70.1% | 83.6%-13.5pp | 87.0%-16.9pp | 67.2%+2.9pp |
| Annual return | 19.97% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,953 | $4,615-36.0% | $6,785-56.5% | $2,670+10.6% |
| Participant deferral / active EE | $5,748 | $6,837-15.9% | $10,408-44.8% | $4,125+39.3% |
| Admin fee / account holder | $585 | $8,173-92.8% | $12,815-95.4% | $5,651-89.7% |