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 3-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 RETIREMT SOLUTIONS, LL Service code 15 · EIN 13-3689044 | Recordkeeping | $77,144 |
Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $76,390 |
NPPG1 year Filed as: NPPG PLAN PROFESSIONALS Service code 27 · EIN 85-3213245 | Advisory (Plan) | $13,879 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,344 | $41,510-43.8% | $84,966-72.5% | $99,062-76.4% |
| Participation rate | 11.7% | 35.3%-23.6pp | 67.5%-55.8pp | 71.6%-59.9pp |
| Annual return | 25.76% | 17.38%+8.4pp | 66.38%-40.6pp | 17.66%+8.1pp |
| Employer contribution / active EE | $185 | $1,137-83.7% | $2,727-93.2% | $3,262-94.3% |
| Participant deferral / active EE | $469 | $2,246-79.1% | $4,519-89.6% | $5,331-91.2% |
| Admin fee / account holder | $247 | $175+40.9% | $6,149-96.0% | $109+126.5% |