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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $52,688 |
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES, INC Service code 22 · EIN 46-3766777 | Insurance Broker | $43,304 |
RIVERA C2 years Filed as: RIVERA JAMJIAN ASSOCIATES Service code 10 · EIN 20-3729687 | Accounting | $13,745 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,382 | $40,385+7.4% | $80,569-46.2% | $74,419-41.7% |
| Participation rate | 97.4% | 47.4%+49.9pp | 67.0%+30.4pp | 70.7%+26.6pp |
| Annual return | 10.39% | 164.85%-154.5pp | 935.43%-925.0pp | 34.38%-24.0pp |
| Employer contribution / active EE | $1,184 | $1,496-20.9% | $2,723-56.5% | $2,637-55.1% |
| Participant deferral / active EE | $3,051 | $2,674+14.1% | $4,447-31.4% | $4,528-32.6% |
| Admin fee / account holder | $160 | $720-77.7% | $5,377-97.0% | $348-53.9% |