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 |
|---|---|---|
FINCH, ROWLAND & SHOOPMAN1 year Service code 10 · EIN 77-0183229 | Accounting | $25,958 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,329 |
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 | $50,379 | $56,767-11.3% | $101,794-50.5% | $85,563-41.1% |
| Participation rate | 77.8% | 57.6%+20.2pp | 69.2%+8.6pp | 66.0%+11.9pp |
| Annual return | 14.43% | 17.76%-3.3pp | 30.53%-16.1pp | 31.51%-17.1pp |
| Employer contribution / active EE | $656 | $1,112-41.0% | $2,289-71.3% | $2,654-75.3% |
| Participant deferral / active EE | $1,906 | $2,720-29.9% | $4,084-53.3% | $4,375-56.4% |
| Admin fee / account holder | $80 | $1,098-92.7% | $8,777-99.1% | $834-90.4% |