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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $17,348 |
ARGI INVESTMENT SERVICES LLC5 years Filed as: ARGI INVESTMENT SERVICES INC Service code 27 · EIN 27-1003080 | Advisory (Plan) | $16,757 |
Filed as: BLUE & COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $9,550 |
ANEW 401K TPA LLC1 year Service code 15 · EIN 81-1963646 | Recordkeeping | $2,029 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,464 | $52,293-70.4% | $178,490-91.3% | $73,409-78.9% |
| Participation rate | 78.8% | 65.3%+13.5pp | 81.9%-3.1pp | 72.2%+6.6pp |
| Annual return | 13.57% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $740 | $1,735-57.4% | $5,011-85.2% | $2,234-66.9% |
| Participant deferral / active EE | $1,185 | $2,332-49.2% | $5,202-77.2% | $3,805-68.9% |
| Admin fee / account holder | $200 | $127+57.3% | $13,984-98.6% | $158+26.9% |