See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MONARCH WEALTH STRATEGIES3 years Service code 16 · EIN 36-4641092 | Consulting | $10,851 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,955 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,828 |
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 | $35,281 | $55,415-36.3% | $155,509-77.3% | $74,495-52.6% |
| Participation rate | 65.2% | 61.9%+3.3pp | 78.2%-13.0pp | 67.2%-2.0pp |
| Annual return | 12.32% | 268.50%-256.2pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $365 | $2,267-83.9% | $4,672-92.2% | $2,623-86.1% |
| Participant deferral / active EE | $3,121 | $2,836+10.0% | $5,626-44.5% | $4,346-28.2% |
| Admin fee / account holder | $84 | $1,738-95.2% | $15,912-99.5% | $1,942-95.7% |