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 | Recordkeeping fees; Float revenue; Re... | $389,576 |
NEPC, LLC8 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $72,035 |
EPSTEIN BECKER & GREEN PC7 years Filed as: EPSTEIN BECKER & GREEN P.C. Service code 16 · EIN 13-3031033 | Consulting | $27,633 |
LBMC, PC7 years Service code 10 · EIN 62-1199757 | Accounting | $5,500 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,098 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIALS SERVICES2 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).
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 | $117,627 | $2,679,533-95.6% | $164,813-28.6% | $199,593-41.1% |
| Participation rate | 93.7% | 78.3%+15.4pp | 78.6%+15.1pp | 72.0%+21.7pp |
| Annual return | 15.60% | 17.93%-2.3pp | 69.93%-54.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $5,030 | $2,970+69.4% | $4,341+15.9% | $3,034+65.8% |
| Participant deferral / active EE | $8,618 | $5,010+72.0% | $6,031+42.9% | $5,087+69.4% |
| Admin fee / account holder | $145 | $1,982-92.7% | $12,690-98.9% | $269-46.1% |