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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,L Service code 15 · EIN 13-3689044 | Recordkeeping | $29,545 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,543 |
SMA SERVICES, INC.3 years Service code 15 · EIN 63-0868034 | Recordkeeping | $2,860 |
SMA SERVICES, INC.2 years Filed as: SMA SERVICES, INC Service code 15 | Recordkeeping | $120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,556 | $50,666+5.7% | $76,817-30.3% | $65,185-17.8% |
| Participation rate | 78.7% | 68.8%+9.9pp | 72.1%+6.6pp | 70.2%+8.5pp |
| Annual return | 22.44% | 28.51%-6.1pp | 1166.11%-1143.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,718 | $1,575+72.6% | $2,302+18.1% | $2,177+24.9% |
| Participant deferral / active EE | $4,226 | $2,647+59.7% | $3,336+26.7% | $3,514+20.3% |
| Admin fee / account holder | $267 | $463-42.4% | $6,420-95.8% | $847-68.5% |