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 | Direct payment from the plan; Investm... | $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 | $140,800-5.6% | $89,340+48.8% | $79,634+67.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.6%+30.4pp | 62.5%+37.5pp |
| Annual return | 15.32% | 17.84%-2.5pp | 20.57%-5.3pp | 36.46%-21.1pp |
| Employer contribution / active EE | $3,148 | $2,021+55.8% | $2,231+41.1% | $2,529+24.5% |
| Participant deferral / active EE | $6,122 | $3,219+90.2% | $3,823+60.1% | $3,835+59.7% |
| Admin fee / account holder | $135 | $1,610-91.6% | $6,704-98.0% | $1,002-86.6% |