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 10-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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC10+ years Service code 15 · EIN 26-1570786 | Recordkeeping | $64,905 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $56,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,087 | $72,994-51.9% | $120,354-70.8% | $77,643-54.8% |
| Participation rate | 44.6% | 55.2%-10.7pp | 71.9%-27.3pp | 70.6%-26.0pp |
| Annual return | 10.61% | 18.23%-7.6pp | 107.15%-96.5pp | 31.24%-20.6pp |
| Employer contribution / active EE | $977 | $1,793-45.5% | $3,463-71.8% | $2,726-64.2% |
| Participant deferral / active EE | $1,532 | $3,011-49.1% | $4,991-69.3% | $4,647-67.0% |
| Admin fee / account holder | $129 | $658-80.4% | $9,423-98.6% | $430-70.1% |