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 | $19,914 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,337 |
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $3,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,114 | $69,477-63.9% | $94,646-73.5% | $71,457-64.9% |
| Participation rate | 88.3% | 78.4%+9.9pp | 80.8%+7.5pp | 67.9%+20.4pp |
| Annual return | 25.11% | 29.66%-4.6pp | 156.71%-131.6pp | 28.85%-3.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,704 | $7,345-8.7% | $7,418-9.6% | $4,289+56.3% |
| Admin fee / account holder | $148 | $1,210-87.8% | $7,231-98.0% | $1,587-90.7% |