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 | Participant communication; Recordkeep... | $217,036 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $35,700 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $16,710 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $13,500 |
FIDUCIARY INVESTMENT ADVISORS10+ years Service code 28 · EIN 20-4751585 | Investment Management | $7,500 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,023 | $122,186-53.3% | $146,958-61.2% | $199,593-71.4% |
| Participation rate | 48.3% | 78.3%-30.0pp | 82.2%-33.9pp | 72.0%-23.7pp |
| Annual return | 17.03% | 30.56%-13.5pp | 418.34%-401.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $974 | $4,093-76.2% | $4,933-80.3% | $3,034-67.9% |
| Participant deferral / active EE | $3,538 | $8,502-58.4% | $8,070-56.2% | $5,087-30.4% |
| Admin fee / account holder | $111 | $179-37.7% | $12,998-99.1% | $269-58.6% |