Filed October 15, 2025
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 | Sales loads (front end and deferred);... | $69,564 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $103,079 | $88,982+15.8% | $102,438+0.6% | $77,671+32.7% |
| Participation rate | 99.7% | 80.9%+18.7pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | 16.32% | 25.01%-8.7pp | 29.37%-13.0pp | 31.21%-14.9pp |
| Employer contribution / active EE | $3,146 | $2,698+16.6% | $3,024+4.0% | $2,726+15.4% |
| Participant deferral / active EE | $6,999 | $5,144+36.1% | $5,054+38.5% | $4,648+50.6% |
| Admin fee / account holder | $122 | $236-48.1% | $9,448-98.7% | $430-71.6% |