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: TRANSAMERICA RET SOL LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $94,644 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKIN OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $56,312 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,500 |
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 | $88,082 | $95,274-7.5% | $135,903-35.2% | $74,419+18.4% |
| Participation rate | 96.9% | 78.2%+18.8pp | 81.9%+15.0pp | 70.7%+26.2pp |
| Annual return | 24.82% | 32.77%-7.9pp | 68.23%-43.4pp | 34.38%-9.6pp |
| Employer contribution / active EE | $7,802 | $3,874+101.4% | $4,856+60.7% | $2,637+195.8% |
| Participant deferral / active EE | $8,965 | $7,782+15.2% | $7,758+15.6% | $4,528+98.0% |
| Admin fee / account holder | $305 | $266+14.5% | $10,762-97.2% | $348-12.4% |