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 SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $123,454 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $58,238 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,407 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,731 | $86,944-17.5% | $107,525-33.3% | $74,304-3.5% |
| Participation rate | 93.2% | 59.6%+33.7pp | 75.1%+18.2pp | 60.3%+32.9pp |
| Annual return | 14.01% | 23.52%-9.5pp | 181.32%-167.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,499 | $2,757-9.4% | $3,754-33.4% | $2,241+11.5% |
| Participant deferral / active EE | $8,387 | $3,554+136.0% | $5,116+64.0% | $3,767+122.6% |
| Admin fee / account holder | $476 | $3,727-87.2% | $8,919-94.7% | $2,969-84.0% |