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 | Investment management; Claims process... | $68,167 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,097 | $53,136-41.5% | $155,509-80.0% | $199,593-84.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 20.71% | 41.15%-20.4pp | 64.67%-44.0pp | 34.25%-13.5pp |
| Employer contribution / active EE | $1,484 | $1,851-19.8% | $4,672-68.2% | $3,034-51.1% |
| Participant deferral / active EE | $4,169 | $3,161+31.9% | $5,626-25.9% | $5,087-18.0% |
| Admin fee / account holder | $26 | $185-85.9% | $15,912-99.8% | $269-90.3% |