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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $169,022 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $28,451 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,598 | $76,173-45.4% | $81,382-48.9% | $199,593-79.2% |
| Participation rate | 99.9% | 76.3%+23.7pp | 69.5%+30.5pp | 72.0%+28.0pp |
| Annual return | 19.56% | 15.59%+4.0pp | 24.73%-5.2pp | 34.25%-14.7pp |
| Employer contribution / active EE | $2,249 | $2,792-19.4% | $2,463-8.7% | $3,034-25.9% |
| Participant deferral / active EE | $5,958 | $4,201+41.8% | $3,883+53.4% | $5,087+17.1% |
| Admin fee / account holder | $59 | $146-59.6% | $5,768-99.0% | $269-78.0% |