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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $36,495 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $31,117 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $29,469 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $4,740 |
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 | $146,077 | $102,317+42.8% | $146,958-0.6% | $80,856+80.7% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,334 | $3,713-10.2% | $4,933-32.4% | $2,755+21.0% |
| Participant deferral / active EE | $10,513 | $6,644+58.2% | $8,070+30.3% | $4,296+144.7% |
| Admin fee / account holder | $636 | $7,941-92.0% | $12,998-95.1% | $6,918-90.8% |