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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,302 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,029 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $170 |
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 | $54,940 | $49,173+11.7% | $121,098-54.6% | $75,163-26.9% |
| Participation rate | 96.5% | 55.4%+41.1pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 14.59% | 55.99%-41.4pp | 985.75%-971.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,214 | $1,546+43.2% | $4,164-46.8% | $2,670-17.1% |
| Participant deferral / active EE | $4,696 | $2,628+78.7% | $4,080+15.1% | $4,125+13.8% |
| Admin fee / account holder | $394 | $3,942-90.0% | $5,644-93.0% | $5,651-93.0% |