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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $35,508 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,057 |
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.)
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 | $48,515 | $29,546+64.2% | $56,441-14.0% | $77,671-37.5% |
| Participation rate | 22.6% | 32.7%-10.1pp | 52.5%-29.9pp | 70.6%-48.0pp |
| Annual return | 11.47% | 19.01%-7.5pp | 1704.21%-1692.7pp | 31.21%-19.7pp |
| Employer contribution / active EE | $573 | $568+0.9% | $1,039-44.8% | $2,726-79.0% |
| Participant deferral / active EE | $1,184 | $1,061+11.6% | $1,953-39.4% | $4,648-74.5% |
| Admin fee / account holder | $405 | $1,046-61.2% | $2,829-85.7% | $430-5.8% |