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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $45,218 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $38,589 |
BENEFIT EQUITY, INC.1+ years Filed as: BENEFIT EQUITY INC. Service code 15 · EIN 33-0384246 | Recordkeeping | $19,766 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $19,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,666 | $111,724-52.0% | $93,606-42.7% | $145,922-63.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | -16.67% | 202.98%-219.6pp | 133.20%-149.9pp | 561.29%-578.0pp |
| Employer contribution / active EE | $9,689 | $3,090+213.6% | $2,420+300.4% | $4,660+107.9% |
| Participant deferral / active EE | $75,162 | $4,912+1430.2% | $4,411+1603.8% | $6,688+1023.9% |
| Admin fee / account holder | $681 | $10,250-93.4% | $8,285-91.8% | $13,397-94.9% |