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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,767 |
CALIBER AUDIT & ATTEST5 years Service code 10 · EIN 26-2380873 | Accounting | $12,250 |
HICKS PENSION SERVICES3 years Filed as: HICKS PENSION SERVICES - SAN LUIS O Service code 15 · EIN 77-0155091 | Recordkeeping | $1,900 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $89 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,646 | $122,239+20.0% | $184,203-20.4% | $74,495+96.9% |
| Participation rate | 68.7% | 85.5%-16.8pp | 86.8%-18.2pp | 67.2%+1.5pp |
| Annual return | 15.20% | 19.95%-4.7pp | 28.81%-13.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,146 | $4,537-52.7% | $6,427-66.6% | $2,623-18.2% |
| Participant deferral / active EE | $6,233 | $7,139-12.7% | $9,131-31.7% | $4,346+43.4% |
| Admin fee / account holder | $304 | $1,260-75.8% | $13,901-97.8% | $1,942-84.3% |