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 |
|---|---|---|
KEEFER PENSION CONSULTING INC.10+ years Service code 16 · EIN 27-0328721 | Consulting | $76,871 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $58,579 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $70,660 | $91,762-23.0% | $67,502+4.7% | $77,643-9.0% |
| Participation rate | 65.1% | 75.9%-10.8pp | 72.9%-7.8pp | 70.6%-5.5pp |
| Annual return | 12.69% | 14.87%-2.2pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,612 | $3,181-17.9% | $2,731-4.4% | $2,726-4.2% |
| Participant deferral / active EE | $3,107 | $3,903-20.4% | $4,000-22.3% | $4,647-33.1% |
| Admin fee / account holder | $214 | $176+21.8% | $3,998-94.6% | $430-50.2% |