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 | Shareholder servicing fees; Participa... | $48,838 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,000 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 33-1498605 | Accounting | $11,200 |
MID ATLANTIC CAPITAL CORPORATION11+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $113,850 | $63,770+78.5% | $71,209+59.9% | $102,872+10.7% |
| Participation rate | 96.7% | 61.0%+35.7pp | 73.8%+22.9pp | 73.0%+23.7pp |
| Annual return | 16.98% | 16.01%+1.0pp | 282.51%-265.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,524 | $2,367+6.6% | $2,721-7.2% | $3,526-28.4% |
| Participant deferral / active EE | $6,896 | $3,587+92.3% | $4,175+65.2% | $5,535+24.6% |
| Admin fee / account holder | $69 | $220-68.5% | $5,349-98.7% | $292-76.3% |