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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SERVICES Service code 15 · EIN 13-3689044 | Recordkeeping | $37,127 |
Service code 22 · EIN 93-0987232 | Insurance Broker | $26,950 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,300 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,558 |
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 | $66,643 | $54,701+21.8% | $86,188-22.7% | $71,457-6.7% |
| Participation rate | 72.7% | 60.1%+12.6pp | 69.0%+3.7pp | 67.9%+4.8pp |
| Annual return | 17.13% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $994 | $1,265-21.4% | $2,380-58.2% | $2,588-61.6% |
| Participant deferral / active EE | $4,549 | $3,108+46.3% | $3,985+14.1% | $4,289+6.1% |
| Admin fee / account holder | $215 | $1,922-88.8% | $6,852-96.9% | $1,587-86.5% |