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 | Investment management; Claims process... | $117,522 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $64,993 |
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $17,850 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,179 | $89,436-50.6% | $164,813-73.2% | $77,643-43.1% |
| Participation rate | 91.5% | 78.6%+12.9pp | 78.6%+12.9pp | 70.6%+20.9pp |
| Annual return | 14.81% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $659 | $2,569-74.3% | $4,341-84.8% | $2,726-75.8% |
| Participant deferral / active EE | $5,275 | $4,897+7.7% | $6,031-12.5% | $4,647+13.5% |
| Admin fee / account holder | $207 | $339-39.1% | $12,690-98.4% | $430-52.0% |