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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $97,015 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $67,467 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $54,750 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS LANE & COMPANY LLC Service code 10 · EIN 58-1686745 | Accounting | $14,750 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
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 | $41,082 | $48,669-15.6% | $93,654-56.1% | $199,768-79.4% |
| Participation rate | 82.4% | 63.7%+18.8pp | 68.7%+13.7pp | 72.0%+10.4pp |
| Annual return | 13.98% | 15.38%-1.4pp | 133.34%-119.4pp | 34.26%-20.3pp |
| Employer contribution / active EE | $1,195 | $1,137+5.1% | $2,421-50.6% | $3,037-60.7% |
| Participant deferral / active EE | $4,787 | $2,823+69.6% | $4,413+8.5% | $5,090-5.9% |
| Admin fee / account holder | $154 | $195-21.0% | $8,282-98.1% | $269-42.8% |