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 |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $20,674 |
HICKS PENSION SERVICES2 years Filed as: HICKS PENSION SERVICES, INC. Service code 14 · EIN 94-2158860 | Plan Administrator | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,529 | $174,896-71.1% | $125,339-59.7% | - |
| Participation rate | 20.2% | 70.4%-50.2pp | 82.4%-62.2pp | - |
| Annual return | -14.13% | -12.90%-1.2pp | 572.05%-586.2pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,814-100.0% | - |
| Participant deferral / active EE | $3,962 | $6,354-37.6% | $7,446-46.8% | - |
| Admin fee / account holder | $421 | $56,117-99.2% | $10,010-95.8% | - |