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 | Recordkeeping and information managem... | $317,367 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,250 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $5,285 |
NATIONAL FINANCIAL SERVICES11+ 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 | $115,679 | $128,899-10.3% | $113,168+2.2% | $102,872+12.4% |
| Participation rate | 99.5% | 87.0%+12.5pp | 76.6%+22.9pp | 73.0%+26.5pp |
| Annual return | 15.04% | 15.88%-0.8pp | 24.27%-9.2pp | 19.06%-4.0pp |
| Employer contribution / active EE | $5,232 | $3,713+40.9% | $2,975+75.8% | $3,526+48.4% |
| Participant deferral / active EE | $6,084 | $6,787-10.4% | $5,107+19.1% | $5,535+9.9% |
| Admin fee / account holder | $109 | $129-15.9% | $12,068-99.1% | $292-62.8% |