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 | $50,689 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 15 · EIN 85-0402842 | Recordkeeping | $8,186 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,839 |
CONSTRUCTORS MEP2 years Service code 35 · EIN 85-0135610 | Employee (plan sponsor) | $452 |
CI CONSTRUCTORS SERVICES INC2 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,591 | $92,971-68.2% | $96,683-69.4% | $74,419-60.2% |
| Participation rate | 55.4% | 71.5%-16.2pp | 74.3%-19.0pp | 70.7%-15.3pp |
| Annual return | -0.71% | 37.49%-38.2pp | 35.69%-36.4pp | 34.38%-35.1pp |
| Employer contribution / active EE | $1,272 | $3,426-62.9% | $3,737-66.0% | $2,637-51.8% |
| Participant deferral / active EE | $1,976 | $3,970-50.2% | $4,878-59.5% | $4,528-56.4% |
| Admin fee / account holder | $309 | $633-51.2% | $6,730-95.4% | $348-11.3% |