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 |
|---|---|---|
Service code 27 · EIN 46-3906738 | Advisory (Plan) | $40,255 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $26,473 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $9,380 |
PENTEGRA SERVICES, INC.5+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $2,756 |
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 | $76,468 | $54,517+40.3% | $75,972+0.7% | $74,495+2.6% |
| Participation rate | 81.9% | 60.3%+21.6pp | 69.1%+12.9pp | 67.2%+14.7pp |
| Annual return | 11.83% | 31.82%-20.0pp | 359.55%-347.7pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,832 | $1,777+59.3% | $2,685+5.5% | $2,623+8.0% |
| Participant deferral / active EE | $4,134 | $3,066+34.8% | $4,255-2.9% | $4,346-4.9% |
| Admin fee / account holder | $357 | $2,229-84.0% | $6,467-94.5% | $1,942-81.6% |