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 | Account maintenance fees; Participant... | $150,973 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $50,000 |
VASQUEZ & COMPANY LLP1 year Filed as: VASQUEZ & COMPANY, LLP Service code 10 · EIN 33-0700332 | Accounting | $20,370 |
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 | $141,200 | $122,693+15.1% | $184,203-23.3% | $199,593-29.3% |
| Participation rate | 90.5% | 86.8%+3.7pp | 86.8%+3.7pp | 72.0%+18.5pp |
| Annual return | 16.97% | 143.91%-126.9pp | 28.81%-11.8pp | 34.25%-17.3pp |
| Employer contribution / active EE | $4,992 | $4,584+8.9% | $6,427-22.3% | $3,034+64.5% |
| Participant deferral / active EE | $10,785 | $7,990+35.0% | $9,131+18.1% | $5,087+112.0% |
| Admin fee / account holder | $124 | $121+2.7% | $13,901-99.1% | $269-53.9% |