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 | Participant loan processing; Claims p... | $143,475 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $64,000 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $47,839 | $48,698-1.8% | $93,606-48.9% | $199,593-76.0% |
| Participation rate | 95.5% | 63.5%+32.0pp | 68.7%+26.8pp | 72.0%+23.6pp |
| Annual return | 14.80% | 15.34%-0.5pp | 133.20%-118.4pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,891 | $1,135+154.8% | $2,420+19.5% | $3,034-4.7% |
| Participant deferral / active EE | $5,752 | $2,817+104.2% | $4,411+30.4% | $5,087+13.1% |
| Admin fee / account holder | $31 | $195-83.9% | $8,285-99.6% | $269-88.3% |