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 Service code 15 · EIN 13-3689044 | Recordkeeping | $63,491 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $54,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,187 | $100,923+36.9% | $150,045-7.9% | $74,304+86.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 17.47% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $6,808 | $3,463+96.6% | $4,693+45.1% | $2,241+203.8% |
| Participant deferral / active EE | $13,692 | $6,709+104.1% | $7,997+71.2% | $3,767+263.4% |
| Admin fee / account holder | $511 | $2,767-81.5% | $13,435-96.2% | $2,969-82.8% |