See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $157,886 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 16 · EIN 52-1396995 | Consulting | $45,660 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS WEALTH ADVISORS LLC Service code 33 · EIN 43-1815436 | Securities brokerage; Securities brok... | $7,942 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $616 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $32,900 | $53,136-38.1% | $155,509-78.8% | $199,593-83.5% |
| Participation rate | 91.2% | 64.1%+27.1pp | 78.2%+13.0pp | 72.0%+19.2pp |
| Annual return | 12.53% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,489 | $1,851-19.5% | $4,672-68.1% | $3,034-50.9% |
| Participant deferral / active EE | $3,881 | $3,161+22.8% | $5,626-31.0% | $5,087-23.7% |
| Admin fee / account holder | $59 | $185-68.1% | $15,912-99.6% | $269-78.0% |