Filed January 15, 2025 (most recent of 4 filings on file)
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 9-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 | Finders' fees / placement fees; Claim... | $58,761 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,000 | $91,621+23.3% | $67,511+67.4% | $77,671+45.5% |
| Participation rate | 68.9% | 76.0%-7.1pp | 72.9%-4.0pp | 70.6%-1.7pp |
| Annual return | 10.99% | 14.87%-3.9pp | 3517.41%-3506.4pp | 31.21%-20.2pp |
| Employer contribution / active EE | $448 | $3,184-85.9% | $2,733-83.6% | $2,726-83.6% |
| Participant deferral / active EE | $4,635 | $3,906+18.6% | $4,000+15.9% | $4,648-0.3% |
| Admin fee / account holder | $87 | $176-50.5% | $3,999-97.8% | $430-79.7% |