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 | Participant communication; Recordkeep... | $145,606 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,709 | $50,815-21.9% | $155,509-74.5% | $77,643-48.9% |
| Participation rate | 87.7% | 63.1%+24.6pp | 78.2%+9.5pp | 70.6%+17.1pp |
| Annual return | 11.83% | 34.80%-23.0pp | 64.67%-52.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,099 | $1,993-44.9% | $4,672-76.5% | $2,726-59.7% |
| Participant deferral / active EE | $3,375 | $2,822+19.6% | $5,626-40.0% | $4,647-27.4% |
| Admin fee / account holder | $152 | $437-65.2% | $15,912-99.0% | $430-64.7% |