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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTION Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $86,481 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $11,610 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $5,173 |
NATIONAL FINANCIAL SERVICES2 years Service code 31 · EIN 04-3523567 | Named fiduciary; Securities brokerage... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,305 | $44,989-28.2% | $170,442-81.0% | $77,958-58.6% |
| Participation rate | 93.7% | 64.6%+29.1pp | 83.6%+10.1pp | 71.6%+22.1pp |
| Annual return | 15.02% | 19.61%-4.6pp | 205.93%-190.9pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,975 | $1,466+34.7% | $5,433-63.6% | $2,310-14.5% |
| Participant deferral / active EE | $3,361 | $2,208+52.2% | $4,939-32.0% | $3,537-5.0% |
| Admin fee / account holder | $64 | $69-7.0% | $13,880-99.5% | $97-34.1% |