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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $482,097 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310844 | Advisory (Plan) | $50,000 |
EIDE BAILLY LLP1 year Filed as: EIDE BIALLY LLP Service code 10 · EIN 45-0250958 | Accounting | $26,500 |
NATIONAL FINANCIAL SERVICES11+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,152 | $117,739-67.6% | $53,898-29.2% | $117,739-67.6% |
| Participation rate | 68.8% | 76.6%-7.8pp | 55.0%+13.9pp | 76.6%-7.8pp |
| Annual return | 12.95% | 17.29%-4.3pp | 528.60%-515.7pp | 17.29%-4.3pp |
| Employer contribution / active EE | $1,200 | $3,746-68.0% | $932+28.7% | $3,746-68.0% |
| Participant deferral / active EE | $2,672 | $6,128-56.4% | $1,826+46.3% | $6,128-56.4% |
| Admin fee / account holder | $61 | $112-45.8% | $2,491-97.6% | $112-45.8% |