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 | Account maintenance fees; Shareholder... | $124,896 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $62,103 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $555 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,318 | $89,436+83.7% | $164,813-0.3% | $77,643+111.6% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.9pp |
| Annual return | 15.81% | 28.83%-13.0pp | 69.93%-54.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,565 | $2,569+77.7% | $4,341+5.2% | $2,726+67.5% |
| Participant deferral / active EE | $11,757 | $4,897+140.1% | $6,031+94.9% | $4,647+153.0% |
| Admin fee / account holder | $314 | $339-7.6% | $12,690-97.5% | $430-27.1% |