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 | Participant loan processing; Account ... | $12,991 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,222 | $44,960-23.9% | $84,966-59.7% | $74,495-54.1% |
| Participation rate | 62.8% | 49.4%+13.4pp | 67.5%-4.7pp | 67.2%-4.4pp |
| Annual return | 12.23% | 26.24%-14.0pp | 66.38%-54.2pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $620 | $1,457-57.4% | $2,727-77.3% | $2,623-76.3% |
| Participant deferral / active EE | $2,360 | $2,731-13.6% | $4,519-47.8% | $4,346-45.7% |
| Admin fee / account holder | $93 | $2,209-95.8% | $6,149-98.5% | $1,942-95.2% |