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 3-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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE COMPANY Service code 15 · EIN 36-6081399 | Recordkeeping | $18,965 |
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $14,721 |
MMA SECURITIES LLC1+ years Filed as: MARSH & MCLENNAN Service code 99 · EIN 26-3237576 | Other Fees | $5,148 |
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 | $72,710 | $106,236-31.6% | $112,228-35.2% | $64,808+12.2% |
| Participation rate | 70.8% | 71.7%-0.8pp | 75.1%-4.2pp | 71.5%-0.6pp |
| Annual return | -17.89% | -6.02%-11.9pp | 27.45%-45.3pp | 32.82%-50.7pp |
| Employer contribution / active EE | $3,990 | $3,166+26.0% | $3,635+9.8% | $2,506+59.2% |
| Participant deferral / active EE | $6,066 | $3,785+60.3% | $4,728+28.3% | $4,310+40.7% |
| Admin fee / account holder | $251 | $452-44.3% | $6,410-96.1% | $188+33.9% |