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 | $11,209 |
ARGI INVESTMENT SERVICES LLC2 years Filed as: ARGI INVESTMENT SERVICES INC Service code 27 · EIN 27-1003080 | Advisory (Plan) | $8,856 |
ANEW 401K TPA LLC2 years Filed as: ANEW 401(K) TPA LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $2,007 |
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).
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 | $11,375 | $55,453-79.5% | $170,442-93.3% | $62,292-81.7% |
| Participation rate | 68.7% | 66.4%+2.3pp | 83.6%-14.9pp | 69.5%-0.8pp |
| Annual return | 16.05% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $485 | $2,164-77.6% | $5,433-91.1% | $2,042-76.2% |
| Participant deferral / active EE | $906 | $2,303-60.6% | $4,939-81.7% | $3,169-71.4% |
| Admin fee / account holder | $121 | $455-73.3% | $13,880-99.1% | $479-74.7% |