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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $93,427 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $51,535 |
THE HASLAUER GROUP, INC.10+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,600 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
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 | $190,211 | $101,317+87.7% | $146,958+29.4% | $74,495+155.3% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 14.71% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,796 | $3,810-26.6% | $4,933-43.3% | $2,623+6.6% |
| Participant deferral / active EE | $7,607 | $7,303+4.2% | $8,070-5.7% | $4,346+75.1% |
| Admin fee / account holder | $533 | $1,739-69.3% | $12,998-95.9% | $1,942-72.6% |