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 communication; Shareholde... | $51,352 |
THE ZLC GROUP CPAS LLC1 year Filed as: THE ZLC GROUP LLC Service code 10 · EIN 47-4753799 | Accounting | $18,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,649 | $45,031+287.8% | $84,966+105.6% | $77,643+124.9% |
| Participation rate | 88.6% | 48.7%+39.9pp | 67.5%+21.1pp | 70.6%+18.0pp |
| Annual return | 11.49% | 79.22%-67.7pp | 66.38%-54.9pp | 31.24%-19.7pp |
| Employer contribution / active EE | $7,512 | $1,609+366.8% | $2,727+175.5% | $2,726+175.6% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $201 | $912-78.0% | $6,149-96.7% | $430-53.4% |