See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FRAGASSO FINANCIAL ADVISORS3 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $33,765 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,848 |
METRO BENEFITS, INC.5 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $7,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,276 | $92,971-50.2% | $96,683-52.1% | $74,419-37.8% |
| Participation rate | 86.0% | 71.5%+14.5pp | 74.3%+11.7pp | 70.7%+15.3pp |
| Annual return | 13.54% | 37.49%-23.9pp | 35.69%-22.2pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,974 | $3,426-42.4% | $3,737-47.2% | $2,637-25.1% |
| Participant deferral / active EE | $3,857 | $3,970-2.9% | $4,878-20.9% | $4,528-14.8% |
| Admin fee / account holder | $262 | $633-58.6% | $6,730-96.1% | $348-24.8% |