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 9-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $126,652 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS, IN Service code 15 · EIN 59-2476008 | Recordkeeping | $69,248 |
FI401K ADVISORS LLC1 year Filed as: FI401K ADVISORS, LLC Service code 15 · EIN 38-3921891 | Recordkeeping | $14,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,242 | $104,317-44.2% | $159,436-63.5% | $86,799-32.9% |
| Participation rate | 98.8% | 77.7%+21.1pp | 82.8%+16.0pp | 72.3%+26.6pp |
| Annual return | 31.72% | 26.32%+5.4pp | 263.57%-231.8pp | 97.91%-66.2pp |
| Employer contribution / active EE | $4,406 | $3,451+27.7% | $4,829-8.8% | $2,405+83.2% |
| Participant deferral / active EE | $9,039 | $6,837+32.2% | $7,352+22.9% | $4,131+118.8% |
| Admin fee / account holder | $243 | $172+40.8% | $10,799-97.8% | $170+43.0% |