See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $340,723 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 · EIN 93-0987232 | Consulting | $121,689 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $19,845 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,056 | $56,102+94.4% | $101,794+7.1% | $102,872+6.0% |
| Participation rate | 56.2% | 70.4%-14.2pp | 69.2%-13.0pp | 73.0%-16.8pp |
| Annual return | 13.47% | 14.06%-0.6pp | 30.53%-17.1pp | 19.06%-5.6pp |
| Employer contribution / active EE | $950 | $1,380-31.1% | $2,289-58.5% | $3,526-73.0% |
| Participant deferral / active EE | $1,825 | $2,801-34.9% | $4,084-55.3% | $5,535-67.0% |
| Admin fee / account holder | $203 | $262-22.4% | $8,777-97.7% | $292-30.4% |