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; Shareholder... | $21,567 |
FRAGASSO FINANCIAL ADVISORS2 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $6,123 |
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.
Annual investment return 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 | $34,303 | $50,815-32.5% | $155,509-77.9% | $77,643-55.8% |
| Participation rate | 65.9% | 63.1%+2.8pp | 78.2%-12.3pp | 70.6%-4.7pp |
| Annual return | 9.13% | 34.80%-25.7pp | 64.67%-55.5pp | 31.24%-22.1pp |
| Employer contribution / active EE | $1,273 | $1,993-36.1% | $4,672-72.8% | $2,726-53.3% |
| Participant deferral / active EE | $3,044 | $2,822+7.8% | $5,626-45.9% | $4,647-34.5% |
| Admin fee / account holder | $78 | $437-82.2% | $15,912-99.5% | $430-81.9% |