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 ADVISORS4 years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $36,521 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,576 |
METRO BENEFITS, INC.6 years Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $2,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,054 | $82,917-38.4% | $103,333-50.6% | $77,643-34.2% |
| Participation rate | 87.4% | 71.6%+15.8pp | 74.5%+12.8pp | 70.6%+16.8pp |
| Annual return | 12.64% | 19.13%-6.5pp | 24.88%-12.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,903 | $3,552-46.4% | $3,868-50.8% | $2,726-30.2% |
| Participant deferral / active EE | $3,888 | $4,108-5.4% | $5,057-23.1% | $4,647-16.3% |
| Admin fee / account holder | $116 | $638-81.8% | $8,355-98.6% | $430-73.1% |