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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS IN Service code 61 · EIN 59-2476008 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,138 | $102,317-9.0% | $146,958-36.6% | $80,856+15.2% |
| Participation rate | 69.8% | 75.8%-6.1pp | 82.2%-12.4pp | 67.6%+2.1pp |
| Annual return | 16.04% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $208 | $3,713-94.4% | $4,933-95.8% | $2,755-92.4% |
| Participant deferral / active EE | $11,013 | $6,644+65.8% | $8,070+36.5% | $4,296+156.4% |
| Admin fee / account holder | $10 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |