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 6-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 | $23,861 |
Service code 27 · EIN 46-3906738 | Advisory (Plan) | $20,852 |
PENTEGRA SERVICES, INC.2 years Filed as: APS MANAGEMENT GROUP INC. Service code 27 · EIN 26-4311657 | Advisory (Plan) | $15,948 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $7,337 |
PENTEGRA SERVICES, INC.4+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $3,300 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,873 | $51,045+31.0% | $70,515-5.2% | $71,457-6.4% |
| Participation rate | 85.6% | 59.4%+26.2pp | 68.3%+17.3pp | 67.9%+17.7pp |
| Annual return | 12.91% | 42.63%-29.7pp | 32.77%-19.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,564 | $1,790-12.6% | $2,973-47.4% | $2,588-39.6% |
| Participant deferral / active EE | $3,782 | $3,026+25.0% | $4,567-17.2% | $4,289-11.8% |
| Admin fee / account holder | $308 | $1,994-84.6% | $6,412-95.2% | $1,587-80.6% |