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 9-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $47,188 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 15 · EIN 85-0402842 | Recordkeeping | $8,331 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $4,340 |
CONSTRUCTORS MEP1 year Service code 35 · EIN 85-0135610 | Employee (plan sponsor) | $339 |
Service code 35 · EIN 38-3985677 | Employee (plan sponsor) | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,915 | $64,119-50.2% | $112,228-71.6% | $66,914-52.3% |
| Participation rate | 55.5% | 68.5%-13.0pp | 75.1%-19.6pp | 69.8%-14.3pp |
| Annual return | -3.89% | -13.81%+9.9pp | 27.45%-31.3pp | 1.58%-5.5pp |
| Employer contribution / active EE | $1,154 | $3,005-61.6% | $3,635-68.2% | $2,544-54.6% |
| Participant deferral / active EE | $1,868 | $3,693-49.4% | $4,728-60.5% | $4,237-55.9% |
| Admin fee / account holder | $329 | $625-47.4% | $6,410-94.9% | $593-44.6% |