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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $47,834 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,846 |
EISNERAMPER LLP3 years Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 | Recordkeeping | $18,807 |
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.
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 | $35,266 | $98,727-64.3% | $113,168-68.8% | $85,563-58.8% |
| Participation rate | 96.0% | 80.8%+15.2pp | 76.6%+19.4pp | 66.0%+30.0pp |
| Annual return | 16.75% | 17.43%-0.7pp | 24.27%-7.5pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,577 | $2,907-11.4% | $2,975-13.4% | $2,654-2.9% |
| Participant deferral / active EE | $4,026 | $5,424-25.8% | $5,107-21.2% | $4,375-8.0% |
| Admin fee / account holder | $304 | $357-14.7% | $12,068-97.5% | $834-63.5% |