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 and information managem... | $9,063 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,448 | $49,915-65.0% | $154,803-88.7% | $74,304-76.5% |
| Participation rate | 91.1% | 54.0%+37.2pp | 78.1%+13.1pp | 60.3%+30.8pp |
| Annual return | 10.83% | 34.06%-23.2pp | 58.88%-48.0pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,283 | $1,611-20.4% | $4,305-70.2% | $2,241-42.8% |
| Participant deferral / active EE | $1,587 | $2,255-29.6% | $5,540-71.4% | $3,767-57.9% |
| Admin fee / account holder | $63 | $2,189-97.1% | $14,329-99.6% | $2,969-97.9% |