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 | Sales loads (front end and deferred);... | $148,202 |
CAPITAL MGMT SERVICES INC3 years Service code 33 · EIN 43-1410129 | Securities brokerage commissions and ... | $63,303 |
YUKON WEALTH MANAGEMENT INC3 years Service code 33 · EIN 48-1156653 | Securities brokerage; Securities brok... | $53,941 |
TFB ADVISORS, LLC2 years Filed as: TFB ADVISORS LLC Service code 28 · EIN 88-2289092 | Investment Management | $29,604 |
COUNTRY CLUB BANK3 years Service code 28 · EIN 44-0574255 | Investment Management | $19,085 |
CREATIVEONE SECURITIES, LLC2 years Filed as: CREATIVEONE SECURITIES LLC Service code 33 · EIN 27-1408998 | Securities brokerage; Securities brok... | $14,142 |
CANVAS WEALTH ADVISORS LLC3 years Service code 33 · EIN 84-1908421 | Securities brokerage; Securities brok... | $11,976 |
LARSON FINANCIAL GROUP LLC3 years Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $9,165 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $720 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,344 | $122,186+194.9% | $146,958+145.2% | $199,593+80.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 13.04% | 30.56%-17.5pp | 418.34%-405.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $14,485 | $4,093+253.9% | $4,933+193.6% | $3,034+377.4% |
| Participant deferral / active EE | $12,353 | $8,502+45.3% | $8,070+53.1% | $5,087+142.8% |
| Admin fee / account holder | $201 | $179+12.2% | $12,998-98.5% | $269-25.4% |