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 | Distribution (12b-1) fees; Account ma... | $75,004 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,869 | $91,762-16.2% | $67,502+13.9% | $77,643-1.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.81% | 14.87%-3.1pp | 3512.12%-3500.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,384 | $3,181-25.0% | $2,731-12.7% | $2,726-12.5% |
| Participant deferral / active EE | $3,517 | $3,903-9.9% | $4,000-12.1% | $4,647-24.3% |
| Admin fee / account holder | $111 | $176-37.1% | $3,998-97.2% | $430-74.3% |