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 SOL, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $29,332 |
Service code 22 | Insurance Broker | $18,183 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,517 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,618 | $81,474+1.4% | $133,956-38.3% | $73,488+12.4% |
| Participation rate | 59.3% | 76.4%-17.1pp | 79.8%-20.6pp | 70.7%-11.4pp |
| Annual return | 15.45% | 19.40%-4.0pp | 45.09%-29.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,709 | $3,786-28.5% | $5,048-46.3% | $3,740-27.6% |
| Admin fee / account holder | $427 | $713-40.1% | $8,927-95.2% | $513-16.8% |