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 7-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 REITREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $58,761 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $16,190 |
LBMC, PC5 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $15,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,594 | $91,762-68.8% | $67,502-57.6% | $77,643-63.2% |
| Participation rate | 74.0% | 75.9%-1.9pp | 72.9%+1.1pp | 70.6%+3.4pp |
| Annual return | 13.07% | 14.87%-1.8pp | 3512.12%-3499.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $314 | $3,181-90.1% | $2,731-88.5% | $2,726-88.5% |
| Participant deferral / active EE | $2,118 | $3,903-45.7% | $4,000-47.1% | $4,647-54.4% |
| Admin fee / account holder | $675 | $176+283.4% | $3,998-83.1% | $430+56.8% |