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 | Recordkeeping and information managem... | $740,334 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $98,459 |
Filed as: PROFESSIONAL FINANCIAL MANAGEMENT Service code 33 · EIN 20-5297833 | Securities brokerage commissions and ... | $10,228 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,196 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,945 | $67,679+44.7% | $155,509-37.0% | $99,062-1.1% |
| Participation rate | 96.4% | 67.2%+29.2pp | 78.2%+18.2pp | 71.6%+24.8pp |
| Annual return | 14.03% | 16.16%-2.1pp | 64.67%-50.6pp | 17.66%-3.6pp |
| Employer contribution / active EE | $2,094 | $2,268-7.7% | $4,672-55.2% | $3,262-35.8% |
| Participant deferral / active EE | $6,485 | $3,828+69.4% | $5,626+15.3% | $5,331+21.6% |
| Admin fee / account holder | $100 | $94+6.9% | $15,912-99.4% | $109-8.1% |