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 Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $51,262 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $20,661 |
COULTER & JUSTUS10+ years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $6,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,175 | $59,417+24.8% | $93,606-20.8% | $74,495-0.4% |
| Participation rate | 59.2% | 59.7%-0.5pp | 68.7%-9.6pp | 67.2%-8.0pp |
| Annual return | 9.11% | 81.83%-72.7pp | 133.20%-124.1pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $626 | $1,264-50.5% | $2,420-74.1% | $2,623-76.1% |
| Participant deferral / active EE | $5,002 | $3,050+64.0% | $4,411+13.4% | $4,346+15.1% |
| Admin fee / account holder | $665 | $3,021-78.0% | $8,285-92.0% | $1,942-65.8% |