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 | Sales loads (front end and deferred);... | $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 | $119,446+63.5% | $150,045+30.1% | $85,563+128.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 15.12% | 23.72%-8.6pp | 62.55%-47.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $2,718 | $4,078-33.4% | $4,693-42.1% | $2,654+2.4% |
| Participant deferral / active EE | $12,301 | $7,985+54.1% | $7,997+53.8% | $4,375+181.1% |
| Admin fee / account holder | $98 | $548-82.0% | $13,435-99.3% | $834-88.2% |