Filed November 17, 2021 (most recent of 4 filings on file)
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 | Investment management; Claims process... | $107,068 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,894 | $129,021-21.0% | $184,203-44.7% | $77,643+31.2% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 14.34% | 33.27%-18.9pp | 28.81%-14.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,034 | $4,413-31.3% | $6,427-52.8% | $2,726+11.3% |
| Participant deferral / active EE | $6,243 | $7,297-14.4% | $9,131-31.6% | $4,647+34.3% |
| Admin fee / account holder | $126 | $254-50.5% | $13,901-99.1% | $430-70.8% |