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 SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $99,446 |
CAPFINANCIAL PARTNERS LLC5 years Service code 16 · EIN 26-0058143 | Consulting | $43,299 |
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 | $23,272 | $50,982-54.4% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 86.5% | 59.8%+26.7pp | 78.1%+8.4pp | 66.0%+20.5pp |
| Annual return | 18.77% | 30.35%-11.6pp | 58.88%-40.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,996 | $1,708+16.9% | $4,305-53.6% | $2,654-24.8% |
| Participant deferral / active EE | $3,089 | $2,474+24.8% | $5,540-44.3% | $4,375-29.4% |
| Admin fee / account holder | $204 | $846-75.9% | $14,329-98.6% | $834-75.6% |