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 RET. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $27,128 |
PHD CONSULTING LLC6 years Service code 27 · EIN 37-1746422 | Advisory (Plan) | $24,267 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $8,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,557 | $66,098-8.4% | $101,794-40.5% | $74,304-18.5% |
| Participation rate | 97.2% | 53.8%+43.4pp | 69.2%+28.0pp | 60.3%+36.8pp |
| Annual return | 13.00% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,614 | $1,082+49.2% | $2,289-29.5% | $2,241-28.0% |
| Participant deferral / active EE | $5,434 | $2,781+95.4% | $4,084+33.0% | $3,767+44.2% |
| Admin fee / account holder | $315 | $4,146-92.4% | $8,777-96.4% | $2,969-89.4% |