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 5-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 | $20,618 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $18,950 |
Filed as: NICHOLS, CAULEY & ASSOCIAES, LLC Service code 10 · EIN 58-2475857 | Accounting | $16,905 |
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 | $61,268 | $100,923-39.3% | $150,045-59.2% | $74,304-17.5% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.3%+0.5pp | 60.3%+22.5pp |
| Annual return | 21.45% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $1,060 | $3,463-69.4% | $4,693-77.4% | $2,241-52.7% |
| Participant deferral / active EE | $6,920 | $6,709+3.1% | $7,997-13.5% | $3,767+83.7% |
| Admin fee / account holder | $398 | $2,767-85.6% | $13,435-97.0% | $2,969-86.6% |