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 L Service code 15 · EIN 13-3689044 | Recordkeeping | $9,411 |
Filed as: ARGI INVESTMENT SERVICES INC Service code 27 · EIN 27-1003080 | Advisory (Plan) | $5,915 |
ANEW 401K TPA LLC1 year Filed as: ANEW 401(K) TPA LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,442 | $46,732-77.7% | $156,549-93.3% | $55,167-81.1% |
| Participation rate | 55.0% | 65.8%-10.8pp | 84.0%-29.0pp | 69.0%-14.0pp |
| Annual return | 1089.88% | 17.72%+1072.2pp | 32.23%+1057.7pp | 169.23%+920.7pp |
| Employer contribution / active EE | $296 | $2,105-85.9% | $5,501-94.6% | $1,963-84.9% |
| Participant deferral / active EE | $695 | $2,204-68.5% | $4,871-85.7% | $3,054-77.3% |
| Admin fee / account holder | $89 | $418-78.7% | $13,027-99.3% | $504-82.3% |