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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $13,259 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,417 | $145,877+75.1% | $150,045+70.2% | $102,872+148.3% |
| Participation rate | 95.6% | 79.8%+15.7pp | 82.3%+13.3pp | 73.0%+22.6pp |
| Annual return | 14.57% | 21.37%-6.8pp | 62.55%-48.0pp | 19.06%-4.5pp |
| Employer contribution / active EE | $11,051 | $4,710+134.6% | $4,693+135.5% | $3,526+213.4% |
| Participant deferral / active EE | $19,762 | $9,491+108.2% | $7,997+147.1% | $5,535+257.1% |
| Admin fee / account holder | $6 | $176-96.9% | $13,435-100.0% | $292-98.1% |