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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $13,719 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,639 |
ERISA SERVICES, INC.1+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $1,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,513 | $58,320-56.3% | $86,436-70.5% | $66,914-61.9% |
| Participation rate | 55.1% | 78.6%-23.5pp | 80.3%-25.2pp | 69.8%-14.7pp |
| Annual return | -17.76% | -9.71%-8.1pp | 4394.89%-4412.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,392 | $6,899-36.3% | $6,952-36.8% | $4,237+3.7% |
| Admin fee / account holder | $167 | $546-69.5% | $6,731-97.5% | $593-71.9% |