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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Other serv... | $47,502 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSTITUTIONAL INVEST Service code 16 · EIN 11-3658445 | Consulting | $39,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,783 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $196,553 | $49,915+293.8% | $154,803+27.0% | $74,304+164.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 16.59% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $12,926 | $1,611+702.2% | $4,305+200.2% | $2,241+476.7% |
| Participant deferral / active EE | $15,717 | $2,255+597.1% | $5,540+183.7% | $3,767+317.2% |
| Admin fee / account holder | $421 | $2,189-80.8% | $14,329-97.1% | $2,969-85.8% |