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 | Claims processing; Recordkeeping and ... | $132,077 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $67,065 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,620 | $96,486-55.8% | $153,485-72.2% | $77,643-45.1% |
| Participation rate | 98.1% | 81.6%+16.5pp | 77.1%+21.0pp | 70.6%+27.5pp |
| Annual return | 14.85% | 14.44%+0.4pp | 15.65%-0.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,823 | $5,224-7.7% | $5,039-4.3% | $2,726+76.9% |
| Participant deferral / active EE | $7,669 | $6,609+16.0% | $6,757+13.5% | $4,647+65.0% |
| Admin fee / account holder | $197 | $182+8.1% | $12,724-98.4% | $430-54.2% |