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 | Shareholder servicing fees; Recordkee... | $68,534 |
NATIONAL FINANCIAL SERVICES10+ 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,856 | $91,762-14.1% | $67,502+16.8% | $77,643+1.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 14.38% | 14.87%-0.5pp | 3512.12%-3497.7pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,785 | $3,181+81.9% | $2,731+111.8% | $2,726+112.2% |
| Participant deferral / active EE | $6,499 | $3,903+66.5% | $4,000+62.5% | $4,647+39.8% |
| Admin fee / account holder | $119 | $176-32.5% | $3,998-97.0% | $430-72.4% |