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 | Shareholder servicing fees; Participa... | $9,995 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,000 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $7,786 |
MID ATLANTIC CAPITAL CORPORATION11+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,741 | $61,058+2.8% | $71,209-11.9% | $85,563-26.7% |
| Participation rate | 62.6% | 58.6%+4.0pp | 73.8%-11.2pp | 66.0%-3.4pp |
| Annual return | 16.28% | 100.41%-84.1pp | 282.51%-266.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,763 | $3,173+18.6% | $4,175-9.9% | $4,375-14.0% |
| Admin fee / account holder | $61 | $855-92.9% | $5,349-98.9% | $834-92.7% |