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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $45,833 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $5,329 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $195,270 | $110,483+76.7% | $145,433+34.3% | $79,634+145.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 82.1%+17.9pp | 62.5%+37.5pp |
| Annual return | 15.12% | 24.62%-9.5pp | 66.58%-51.5pp | 36.46%-21.3pp |
| Employer contribution / active EE | $2,718 | $4,053-32.9% | $4,554-40.3% | $2,529+7.5% |
| Participant deferral / active EE | $12,301 | $7,216+70.5% | $7,897+55.8% | $3,835+220.8% |
| Admin fee / account holder | $98 | $680-85.5% | $13,129-99.3% | $1,002-90.2% |