Filed June 26, 2025
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $84,721 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,603 | $131,799-16.8% | $200,582-45.4% | $85,563+28.1% |
| Participation rate | 88.8% | 87.9%+0.9pp | 86.9%+1.9pp | 66.0%+22.8pp |
| Annual return | 20.45% | 21.59%-1.1pp | 42.33%-21.9pp | 31.51%-11.1pp |
| Employer contribution / active EE | $5,286 | $4,532+16.6% | $6,419-17.6% | $2,654+99.2% |
| Participant deferral / active EE | $6,594 | $7,702-14.4% | $9,331-29.3% | $4,375+50.7% |
| Admin fee / account holder | $140 | $235-40.6% | $16,305-99.1% | $834-83.3% |