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 | Investment management; Sales loads (f... | $111,781 |
THE ZLC GROUP CPAS LLC1 year Filed as: THE ZLC GROUP Service code 10 · EIN 47-4753799 | Accounting | $17,350 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,319 | $45,031+595.8% | $84,966+268.8% | $77,643+303.5% |
| Participation rate | 71.0% | 48.7%+22.4pp | 67.5%+3.5pp | 70.6%+0.5pp |
| Annual return | 13.83% | 79.22%-65.4pp | 66.38%-52.6pp | 31.24%-17.4pp |
| Employer contribution / active EE | $10,483 | $1,609+551.4% | $2,727+284.4% | $2,726+284.6% |
| Participant deferral / active EE | $6,697 | $2,807+138.5% | $4,519+48.2% | $4,647+44.1% |
| Admin fee / account holder | $333 | $912-63.5% | $6,149-94.6% | $430-22.7% |