Filed December 8, 2025 (most recent of 3 filings on file)
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 LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $21,873 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,467 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,533 | $46,674+21.1% | $117,472-51.9% | $68,494-17.5% |
| Participation rate | 97.1% | 56.8%+40.4pp | 70.6%+26.6pp | 67.9%+29.3pp |
| Annual return | -16.40% | -14.52%-1.9pp | 29.74%-46.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,453 | $1,505+63.0% | $4,176-41.3% | $2,596-5.5% |
| Participant deferral / active EE | $5,075 | $2,636+92.5% | $4,070+24.7% | $4,027+26.0% |
| Admin fee / account holder | $477 | $4,020-88.1% | $5,645-91.6% | $5,403-91.2% |