See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,C Service code 15 · EIN 13-3689044 | Recordkeeping | $12,623 |
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $6,142 |
HENSSLER ASSET MANAGEMENT LLC3+ years Filed as: G. W. HENSSLER & ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $5,351 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 58-8311433 | Advisory (Plan) | $535 |
RELIANCE TRUST COMPANY3+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $150 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $21 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,620 | $31,741-69.7% | $56,411-82.9% | $199,593-95.2% |
| Participation rate | 9.6% | 32.3%-22.7pp | 52.5%-42.8pp | 72.0%-62.3pp |
| Annual return | 17.76% | 14.72%+3.0pp | 1701.33%-1683.6pp | 34.25%-16.5pp |
| Employer contribution / active EE | $215 | $508-57.6% | $1,039-79.3% | $3,034-92.9% |
| Participant deferral / active EE | $375 | $1,184-68.3% | $1,952-80.8% | $5,087-92.6% |
| Admin fee / account holder | $812 | $426+90.5% | $2,829-71.3% | $269+202.0% |