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 | $29,505 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $4,231 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NASHVILLE LLC Service code 15 · EIN 84-2389190 | Recordkeeping | $3,650 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,435 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 31 · EIN 47-2079321 | Named fiduciary | $750 |
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 | $60,472 | $91,552-33.9% | $133,956-54.9% | $79,858-24.3% |
| Participation rate | 78.9% | 73.3%+5.5pp | 79.8%-1.0pp | 69.6%+9.3pp |
| Annual return | 10.39% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,461 | $2,384-38.7% | $3,919-62.7% | $2,471-40.9% |
| Participant deferral / active EE | $2,051 | $3,733-45.1% | $5,048-59.4% | $3,740-45.2% |
| Admin fee / account holder | $69 | $6,321-98.9% | $8,927-99.2% | $5,306-98.7% |