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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $37,796 |
MMA SECURITIES LLC1+ years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 16 · EIN 06-1685865 | Consulting | $21,700 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $205 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: TRANAMERICA RETIREMENT SOLUTIONS Service code 12 | Shareholder servicing fees; Participa... | $0 |
Filed as: TRANSAMERIC RETIREMENT SOLUTIONS Service code 12 | Sales loads (front end and deferred);... | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONOS Service code 12 | Shareholder servicing fees; Investmen... | $0 |
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS Service code 12 | Sales loads (front end and deferred);... | $0 |
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 | $60,439 | $46,360+30.4% | $147,614-59.1% | $52,331+15.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.89% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,595 | $2,258+192.1% | $4,895+34.7% | $3,022+118.2% |
| Admin fee / account holder | $243 | $766-68.3% | $11,611-97.9% | $592-59.0% |