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 5-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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $63,497 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,508 |
FARMER & BETTS4 years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 | Recordkeeping | $12,174 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $250 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $100 |
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 | $54,175 | $79,013-31.4% | $100,391-46.0% | $74,495-27.3% |
| Participation rate | 86.9% | 79.5%+7.4pp | 81.5%+5.4pp | 67.2%+19.7pp |
| Annual return | 20.13% | 20.41%-0.3pp | 49.20%-29.1pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $14,112 | $3,021+367.1% | $3,942+258.0% | $2,623+438.0% |
| Participant deferral / active EE | $20,306 | $7,760+161.7% | $8,082+151.3% | $4,346+367.3% |
| Admin fee / account holder | $274 | $1,320-79.2% | $7,899-96.5% | $1,942-85.9% |