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 | Claims processing; Sales loads (front... | $9,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $1,892 |
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 | $80,036 | $55,472+44.3% | $155,567-48.6% | $74,546+7.4% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-18.9pp | 67.2%-7.9pp |
| Annual return | 13.14% | 268.72%-255.6pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $613 | $2,269-73.0% | $4,674-86.9% | $2,624-76.6% |
| Participant deferral / active EE | $5,577 | $2,838+96.5% | $5,628-0.9% | $4,347+28.3% |
| Admin fee / account holder | $97 | $1,743-94.4% | $15,916-99.4% | $1,944-95.0% |