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 | Sales loads (front end and deferred);... | $37,882 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,673 |
Filed as: MCCANNON, ROGERS, DRISCOLL & ASSOCI Service code 10 · EIN 70-4867026 | Accounting | $8,273 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,683 | $78,485+62.7% | $106,213+20.2% | $74,495+71.4% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.3pp | 67.2%+30.3pp |
| Annual return | 13.46% | 15.95%-2.5pp | 116.14%-102.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,030 | $2,523+59.8% | $3,171+27.1% | $2,623+53.6% |
| Participant deferral / active EE | $7,747 | $4,322+79.2% | $5,016+54.4% | $4,346+78.3% |
| Admin fee / account holder | $174 | $2,232-92.2% | $11,033-98.4% | $1,942-91.0% |