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);... | $45,047 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,410 | $88,890-47.8% | $102,423-54.7% | $77,643-40.2% |
| Participation rate | 76.1% | 80.9%-4.8pp | 76.5%-0.4pp | 70.6%+5.5pp |
| Annual return | 13.71% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $257 | $2,698-90.5% | $3,023-91.5% | $2,726-90.6% |
| Participant deferral / active EE | $2,570 | $5,145-50.0% | $5,053-49.1% | $4,647-44.7% |
| Admin fee / account holder | $267 | $235+13.4% | $9,451-97.2% | $430-37.9% |