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 |
|---|---|---|
Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 | Accounting | $16,970 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,943 | $55,415+185.0% | $155,509+1.6% | $74,495+112.0% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 11.37% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $9,554 | $2,267+321.4% | $4,672+104.5% | $2,623+264.2% |
| Participant deferral / active EE | $7,430 | $2,836+162.0% | $5,626+32.1% | $4,346+71.0% |
| Admin fee / account holder | $98 | $1,738-94.4% | $15,912-99.4% | $1,942-95.0% |