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 5-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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $15,640 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $14,643 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,288 | $91,407-63.6% | $135,903-75.5% | $71,457-53.4% |
| Participation rate | 81.1% | 75.7%+5.4pp | 81.9%-0.8pp | 67.9%+13.1pp |
| Annual return | 18.11% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $936 | $3,703-74.7% | $4,856-80.7% | $2,588-63.8% |
| Participant deferral / active EE | $5,813 | $7,092-18.0% | $7,758-25.1% | $4,289+35.5% |
| Admin fee / account holder | $149 | $1,266-88.2% | $10,762-98.6% | $1,587-90.6% |