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 | Distribution (12b-1) fees; Recordkeep... | $310,205 |
NATIONAL FINANCIAL SERVICES10+ 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 | $103,290 | $110,299-6.4% | $102,423+0.8% | $199,593-48.2% |
| Participation rate | 99.5% | 86.3%+13.2pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 14.13% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $4,989 | $3,603+38.5% | $3,023+65.0% | $3,034+64.4% |
| Participant deferral / active EE | $5,699 | $6,376-10.6% | $5,053+12.8% | $5,087+12.0% |
| Admin fee / account holder | $97 | $122-20.8% | $9,451-99.0% | $269-64.0% |