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 | Participant loan processing; Account ... | $47,586 |
LBMC, PC7 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $16,250 |
NEPC, LLC7 years Service code 16 · EIN 26-1429809 | Consulting | $11,972 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $799 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,404 | $79,171+121.6% | $102,423+71.3% | $74,495+135.5% |
| Participation rate | 82.0% | 74.8%+7.2pp | 76.5%+5.5pp | 67.2%+14.8pp |
| Annual return | 15.76% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,741 | $2,362+100.7% | $3,023+56.8% | $2,623+80.7% |
| Participant deferral / active EE | $7,945 | $4,415+80.0% | $5,053+57.2% | $4,346+82.8% |
| Admin fee / account holder | $260 | $2,001-87.0% | $9,451-97.3% | $1,942-86.6% |