Filed January 30, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $145,829 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
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 | $81,861 | $50,815+61.1% | $155,509-47.4% | $77,643+5.4% |
| Participation rate | 98.1% | 63.1%+35.0pp | 78.2%+19.9pp | 70.6%+27.5pp |
| Annual return | 11.85% | 34.80%-23.0pp | 64.67%-52.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,295 | $1,993+65.4% | $4,672-29.5% | $2,726+20.9% |
| Participant deferral / active EE | $4,849 | $2,822+71.8% | $5,626-13.8% | $4,647+4.3% |
| Admin fee / account holder | $202 | $437-53.8% | $15,912-98.7% | $430-53.1% |