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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $244,772 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $173,269 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,735 | $123,077-36.0% | $116,228-32.3% | $102,872-23.5% |
| Participation rate | 96.1% | 87.0%+9.1pp | 74.6%+21.6pp | 73.0%+23.1pp |
| Annual return | 15.10% | 15.84%-0.7pp | 90.06%-75.0pp | 19.06%-4.0pp |
| Employer contribution / active EE | $2,451 | $4,380-44.0% | $2,994-18.1% | $3,526-30.5% |
| Participant deferral / active EE | $6,506 | $6,746-3.6% | $4,953+31.3% | $5,535+17.5% |
| Admin fee / account holder | $173 | $115+50.1% | $11,989-98.6% | $292-40.7% |