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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $9,007 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,489 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,219 | $50,820+4.7% | $155,567-65.8% | $77,671-31.5% |
| Participation rate | 50.6% | 63.1%-12.5pp | 78.2%-27.6pp | 70.6%-20.0pp |
| Annual return | 15.45% | 34.85%-19.4pp | 64.74%-49.3pp | 31.21%-15.8pp |
| Employer contribution / active EE | $1,139 | $1,993-42.9% | $4,674-75.6% | $2,726-58.2% |
| Participant deferral / active EE | $2,752 | $2,823-2.5% | $5,628-51.1% | $4,648-40.8% |
| Admin fee / account holder | $78 | $436-82.0% | $15,916-99.5% | $430-81.8% |