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 Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 524990010 | Recordkeeping | $94,887 |
HEARD MCELROY & VESTAL, LLC10+ years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 15 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Recordkeeping | $30,825 |
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.
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 | $22,360 | $53,199-58.0% | $155,567-85.6% | $199,768-88.8% |
| Participation rate | 21.0% | 64.1%-43.2pp | 78.2%-57.2pp | 72.0%-51.0pp |
| Annual return | 12.39% | 41.17%-28.8pp | 64.74%-52.3pp | 34.26%-21.9pp |
| Employer contribution / active EE | $23 | $1,852-98.8% | $4,674-99.5% | $3,037-99.2% |
| Participant deferral / active EE | $978 | $3,163-69.1% | $5,628-82.6% | $5,090-80.8% |
| Admin fee / account holder | $254 | $186+37.0% | $15,916-98.4% | $269-5.5% |