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 | Float revenue; Recordkeeping and info... | $71,344 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,392 | $55,415-3.7% | $155,509-65.7% | $74,495-28.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.05% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $6,172 | $2,267+172.3% | $4,672+32.1% | $2,623+135.3% |
| Participant deferral / active EE | $5,518 | $2,836+94.6% | $5,626-1.9% | $4,346+27.0% |
| Admin fee / account holder | $106 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |