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 | Finders' fees / placement fees; Sales... | $73,194 |
Service code 16 · EIN 36-4291971 | Consulting | $30,018 |
Service code 16 · EIN 62-1254528 | Consulting | $7,997 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $755 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,854 | $88,890+48.3% | $102,423+28.7% | $77,643+69.8% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 7.42% | 24.98%-17.6pp | 29.32%-21.9pp | 31.24%-23.8pp |
| Employer contribution / active EE | $4,797 | $2,698+77.8% | $3,023+58.7% | $2,726+76.0% |
| Participant deferral / active EE | $5,482 | $5,145+6.5% | $5,053+8.5% | $4,647+18.0% |
| Admin fee / account holder | $367 | $235+55.9% | $9,451-96.1% | $430-14.7% |