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 | Finders' fees / placement fees; Claim... | $34,933 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST LLC Service code 27 · EIN 20-2714559 | Advisory (Plan) | $20,000 |
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 | $132,956 | $117,025+13.6% | $91,541+45.2% | $85,563+55.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 15.32% | 18.02%-2.7pp | 20.50%-5.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,148 | $2,120+48.4% | $2,505+25.7% | $2,654+18.6% |
| Participant deferral / active EE | $6,122 | $3,446+77.6% | $4,008+52.7% | $4,375+39.9% |
| Admin fee / account holder | $135 | $1,242-89.2% | $6,956-98.1% | $834-83.9% |