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 | Participant loan processing; Account ... | $558,693 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $115,843 | $145,516-20.4% | $184,203-37.1% | $99,062+16.9% |
| Participation rate | 96.7% | 90.3%+6.4pp | 86.8%+9.9pp | 71.6%+25.1pp |
| Annual return | 18.51% | 21.23%-2.7pp | 28.81%-10.3pp | 17.66%+0.8pp |
| Employer contribution / active EE | $1,981 | $5,354-63.0% | $6,427-69.2% | $3,262-39.3% |
| Participant deferral / active EE | $10,496 | $8,423+24.6% | $9,131+14.9% | $5,331+96.9% |
| Admin fee / account holder | $66 | $78-15.6% | $13,901-99.5% | $109-39.8% |