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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $261,812 |
AMERICAN FUNDS1 year Filed as: CAPITAL CONSULTING & CO., INC. Service code 33 · EIN 47-0800100 | Securities brokerage; Securities brok... | $34,491 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $941 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,966 | $63,770+50.5% | $71,209+34.8% | $102,872-6.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 73.8%+26.2pp | 73.0%+27.0pp |
| Annual return | 15.67% | 16.01%-0.3pp | 282.51%-266.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $2,721-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $10,502 | $3,587+192.8% | $4,175+151.5% | $5,535+89.7% |
| Admin fee / account holder | $40 | $220-81.7% | $5,349-99.2% | $292-86.2% |