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 4-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 |
|---|---|---|
COMPASS 360, LLC4+ years Service code 15 · EIN 81-1939215 | Recordkeeping | $63,917 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $52,770 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,850 | $50,815-64.9% | $155,509-88.5% | $77,643-77.0% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.1pp |
| Annual return | 11.93% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,978 | $1,993+49.4% | $4,672-36.3% | $2,726+9.2% |
| Participant deferral / active EE | $5,269 | $2,822+86.7% | $5,626-6.4% | $4,647+13.4% |
| Admin fee / account holder | $274 | $437-37.1% | $15,912-98.3% | $430-36.2% |