See peer percentile detail. $4.99 for your first month.
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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; Finders' fees ... | $143,315 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $137,081 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $56,502 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,947 | $67,679+0.4% | $155,509-56.3% | $99,062-31.4% |
| Participation rate | 64.6% | 67.2%-2.6pp | 78.2%-13.5pp | 71.6%-7.0pp |
| Annual return | 88.21% | 16.16%+72.0pp | 64.67%+23.5pp | 17.66%+70.6pp |
| Employer contribution / active EE | $688 | $2,268-69.7% | $4,672-85.3% | $3,262-78.9% |
| Participant deferral / active EE | $3,399 | $3,828-11.2% | $5,626-39.6% | $5,331-36.2% |
| Admin fee / account holder | $61 | $94-34.7% | $15,912-99.6% | $109-43.8% |