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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $20,353 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $19,068 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $2,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,901 | $56,485-38.2% | $185,823-81.2% | $86,799-59.8% |
| Participation rate | 41.8% | 65.5%-23.6pp | 81.7%-39.9pp | 72.3%-30.4pp |
| Annual return | 11.19% | 118.04%-106.8pp | 122.05%-110.9pp | 97.91%-86.7pp |
| Employer contribution / active EE | $321 | $1,843-82.6% | $5,167-93.8% | $2,405-86.6% |
| Participant deferral / active EE | $948 | $2,553-62.9% | $5,568-83.0% | $4,131-77.1% |
| Admin fee / account holder | $331 | $150+121.2% | $16,237-98.0% | $170+95.1% |