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 | Float revenue; Shareholder servicing ... | $442,022 |
OBERON SECURITIES, LLC6 years Service code 16 260 MADISON AVE · NEW YORK, NY 10016 | Consulting | $208,199 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $25,750 |
ZWICK & BANYAI PLLC1 year Filed as: ZWICK CPA, PLLC Service code 10 · EIN 38-3187343 | Accounting | $18,050 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,838 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,786 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,193 | $89,808+20.5% | $100,391+7.8% | $77,643+39.3% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.6pp | 70.6%+26.5pp |
| Annual return | 15.68% | 20.62%-4.9pp | 49.20%-33.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,410 | $3,039+12.2% | $3,942-13.5% | $2,726+25.1% |
| Participant deferral / active EE | $8,580 | $8,284+3.6% | $8,082+6.2% | $4,647+84.6% |
| Admin fee / account holder | $296 | $174+69.5% | $7,899-96.3% | $430-31.3% |