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 | $36,469 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $18,089 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,627 | $86,655+15.0% | $119,609-16.7% | $66,914+48.9% |
| Participation rate | 41.4% | 75.6%-34.2pp | 79.3%-37.9pp | 69.8%-28.4pp |
| Annual return | -16.07% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,286 | $2,536-49.3% | $4,232-69.6% | $2,544-49.5% |
| Participant deferral / active EE | $2,305 | $4,358-47.1% | $5,602-58.9% | $4,237-45.6% |
| Admin fee / account holder | $630 | $755-16.6% | $10,323-93.9% | $593+6.1% |