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 |
|---|---|---|
Filed as: MML INVESTEORS SERVICES, LLC Service code 22 | Insurance Broker | $71,502 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $64,507 |
Filed as: KRUGGEL LAWTON & CO Service code 10 · EIN 35-1307701 | Accounting | $46,220 |
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS INC Service code 15 · EIN 35-1277460 | Recordkeeping | $24,751 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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 | $37,840 | $57,610-34.3% | $154,803-75.6% | $102,872-63.2% |
| Participation rate | 80.1% | 59.5%+20.7pp | 78.1%+2.0pp | 73.0%+7.1pp |
| Annual return | 18.93% | 30.49%-11.6pp | 58.88%-40.0pp | 19.06%-0.1pp |
| Employer contribution / active EE | $869 | $1,883-53.9% | $4,305-79.8% | $3,526-75.4% |
| Participant deferral / active EE | $3,379 | $2,914+15.9% | $5,540-39.0% | $5,535-39.0% |
| Admin fee / account holder | $263 | $368-28.5% | $14,329-98.2% | $292-10.0% |