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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 |
|---|---|---|
WORTH ASSET MANAGEMENT LLC7 years Service code 27 · EIN 46-1956256 | Advisory (Plan) | $56,168 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,123 |
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 | $64,954 | $88,890-26.9% | $102,423-36.6% | $77,643-16.3% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.4pp |
| Annual return | 18.96% | 24.98%-6.0pp | 29.32%-10.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $898 | $2,698-66.7% | $3,023-70.3% | $2,726-67.1% |
| Participant deferral / active EE | $5,977 | $5,145+16.2% | $5,053+18.3% | $4,647+28.6% |
| Admin fee / account holder | $182 | $235-22.5% | $9,451-98.1% | $430-57.6% |