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; Sales loads (f... | $47,471 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $8,750 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,753 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,569 | $60,323-16.2% | $81,812-38.2% | $74,495-32.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.81% | 16.90%-7.1pp | 773.79%-764.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $666 | $2,620-74.6% | $2,912-77.1% | $2,623-74.6% |
| Participant deferral / active EE | $3,319 | $3,387-2.0% | $4,319-23.1% | $4,346-23.6% |
| Admin fee / account holder | $202 | $1,486-86.4% | $7,386-97.3% | $1,942-89.6% |