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 15 · EIN 13-3689044 | Recordkeeping | $17,463 |
GREENSPRING ADVISORS, LLC5 years Service code 27 · EIN 82-5320133 | Advisory (Plan) | $10,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,329 | $102,317+56.7% | $146,958+9.1% | $80,856+98.3% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,811 | $3,713+29.6% | $4,933-2.5% | $2,755+74.6% |
| Participant deferral / active EE | $6,766 | $6,644+1.8% | $8,070-16.2% | $4,296+57.5% |
| Admin fee / account holder | $229 | $7,941-97.1% | $12,998-98.2% | $6,918-96.7% |