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 | Account maintenance fees; Participant... | $753,676 |
Service code 33 · EIN 04-3556944 | Securities brokerage commissions and ... | $370,228 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,000 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $18,200 |
Service code 33 · EIN 41-2016508 | Securities brokerage; Securities brok... | $6,604 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,293 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,841 | $53,136+123.7% | $155,509-23.6% | $199,593-40.5% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.6pp |
| Annual return | 12.64% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $3,212 | $1,851+73.5% | $4,672-31.3% | $3,034+5.9% |
| Participant deferral / active EE | $7,232 | $3,161+128.8% | $5,626+28.5% | $5,087+42.2% |
| Admin fee / account holder | $174 | $185-6.0% | $15,912-98.9% | $269-35.2% |