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 | Claims processing; Investment managem... | $78,294 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $28,225 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,500 |
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 | $64,709 | $76,173-15.1% | $81,382-20.5% | $199,593-67.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 69.5%+30.5pp | 72.0%+28.0pp |
| Annual return | 15.58% | 15.59%0pp | 24.73%-9.2pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,735 | $2,792-2.1% | $2,463+11.0% | $3,034-9.9% |
| Participant deferral / active EE | $5,526 | $4,201+31.5% | $3,883+42.3% | $5,087+8.6% |
| Admin fee / account holder | $84 | $146-42.6% | $5,768-98.5% | $269-68.8% |