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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $30,134 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $69,266 | $95,803-27.7% | $113,168-38.8% | $84,808-18.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.07% | 25.00%-14.9pp | 24.27%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,107 | $2,360-53.1% | $2,975-62.8% | $2,631-57.9% |
| Participant deferral / active EE | $3,904 | $4,242-8.0% | $5,107-23.6% | $4,212-7.3% |
| Admin fee / account holder | $223 | $8,989-97.5% | $12,068-98.2% | $7,344-97.0% |