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 4-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 RETIRE. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $27,734 |
Service code 10 · EIN 75-3079509 | Accounting | $14,000 |
SHERIDAN ROAD ADVISORS LLC4+ years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 27 · EIN 13-4284240 | Advisory (Plan) | $10,787 |
Service code 15 · EIN 36-4430093 | Recordkeeping | $5,728 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $2,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,239 | $27,641-23.2% | $61,373-65.4% | $68,494-69.0% |
| Participation rate | 10.6% | 39.5%-28.9pp | 52.6%-41.9pp | 67.9%-57.2pp |
| Annual return | -15.84% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $74 | $695-89.3% | $1,159-93.6% | $2,596-97.1% |
| Participant deferral / active EE | $857 | $1,263-32.2% | $2,125-59.7% | $4,027-78.7% |
| Admin fee / account holder | $371 | $2,010-81.5% | $2,130-82.6% | $5,403-93.1% |