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 | Participant communication; Recordkeep... | $57,558 |
LION STREET ADVISORS LLC9 years Filed as: LION STREET ADVISOR LLC Service code 16 · EIN 80-0946231 | Consulting | $23,750 |
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 | $53,272 | $49,915+6.7% | $154,803-65.6% | $74,304-28.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 17.05% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $5,342 | $1,611+231.5% | $4,305+24.1% | $2,241+138.3% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $196 | $2,189-91.1% | $14,329-98.6% | $2,969-93.4% |