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 | Shareholder servicing fees; Account m... | $48,749 |
FORTIS ADVISORS LLC6 years Service code 33 · EIN 90-0858405 | Securities brokerage commissions and ... | $9,820 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $19 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,324 | $62,127+84.0% | $81,382+40.5% | $74,495+53.5% |
| Participation rate | 96.1% | 64.0%+32.1pp | 69.5%+26.6pp | 67.2%+28.9pp |
| Annual return | 14.72% | 16.48%-1.8pp | 24.73%-10.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,505 | $1,882-20.1% | $2,463-38.9% | $2,623-42.6% |
| Participant deferral / active EE | $8,952 | $3,229+177.2% | $3,883+130.6% | $4,346+106.0% |
| Admin fee / account holder | $153 | $1,934-92.1% | $5,768-97.3% | $1,942-92.1% |