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 | Sales loads (front end and deferred);... | $252,573 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $153,772 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,055 |
STOEL RIVES LLP6 years Service code 29 · EIN 93-0408771 | Legal | $9,200 |
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 | $62,472 | $112,623-44.5% | $106,213-41.2% | $199,593-68.7% |
| Participation rate | 97.0% | 86.2%+10.7pp | 75.3%+21.7pp | 72.0%+25.0pp |
| Annual return | 13.10% | 15.57%-2.5pp | 116.14%-103.0pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,253 | $4,575-50.8% | $3,171-29.0% | $3,034-25.7% |
| Participant deferral / active EE | $5,928 | $6,659-11.0% | $5,016+18.2% | $5,087+16.5% |
| Admin fee / account holder | $147 | $107+37.1% | $11,033-98.7% | $269-45.5% |