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 | Direct payment from the plan; Distrib... | $78,493 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $268 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,298 | $89,436+32.3% | $164,813-28.2% | $77,643+52.4% |
| Participation rate | 96.2% | 78.6%+17.6pp | 78.6%+17.6pp | 70.6%+25.7pp |
| Annual return | 17.57% | 28.83%-11.3pp | 69.93%-52.4pp | 31.24%-13.7pp |
| Employer contribution / active EE | $3,355 | $2,569+30.6% | $4,341-22.7% | $2,726+23.1% |
| Participant deferral / active EE | $9,714 | $4,897+98.4% | $6,031+61.1% | $4,647+109.0% |
| Admin fee / account holder | $130 | $339-61.8% | $12,690-99.0% | $430-69.9% |