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 C Service code 15 · EIN 13-3689044 | Recordkeeping | $36,567 |
Filed as: SIGNATOR INVESTORS INC Service code 22 · EIN 04-2442399 | Insurance Broker | $18,186 |
Filed as: TRANSMERICA FINANCIAL ADVISORS INC Service code 22 | Insurance Broker | $11,969 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 22 · EIN 42-1517005 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,626 | $74,024-66.7% | $77,999-68.4% | $57,658-57.3% |
| Participation rate | 90.3% | 79.7%+10.6pp | 75.5%+14.8pp | 70.2%+20.1pp |
| Annual return | 8.99% | 12.14%-3.2pp | 425.96%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $676 | $2,365-71.4% | $2,470-72.6% | $1,974-65.8% |
| Participant deferral / active EE | $3,027 | $3,533-14.3% | $3,497-13.4% | $3,061-1.1% |
| Admin fee / account holder | $72 | $93-23.1% | $5,480-98.7% | $95-24.2% |