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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $49,546 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,187 |
MOSS ADAMS LLP10+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $17,798 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $177,150 | $106,028+67.1% | $146,958+20.5% | $77,643+128.2% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 12.77% | 56.73%-44.0pp | 418.34%-405.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $6,135 | $4,063+51.0% | $4,933+24.4% | $2,726+125.1% |
| Participant deferral / active EE | $9,666 | $7,990+21.0% | $8,070+19.8% | $4,647+108.0% |
| Admin fee / account holder | $349 | $337+3.3% | $12,998-97.3% | $430-19.0% |