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 | Recordkeeping and information managem... | $54,334 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $34,500 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,155 | $60,323+150.6% | $81,812+84.8% | $74,495+102.9% |
| Participation rate | 69.2% | 62.9%+6.3pp | 72.3%-3.1pp | 67.2%+2.0pp |
| Annual return | 15.30% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,066 | $2,620+55.2% | $2,912+39.6% | $2,623+55.0% |
| Participant deferral / active EE | $3,861 | $3,387+14.0% | $4,319-10.6% | $4,346-11.2% |
| Admin fee / account holder | $465 | $1,486-68.7% | $7,386-93.7% | $1,942-76.0% |