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 |
|---|---|---|
RENAISSANCE3 years Filed as: RENAISSANCE BENEFIT ADVISORS GROUP Service code 27 · EIN 47-1411118 | Advisory (Plan) | $92,349 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $81,334 |
CARLSON QUINN10+ years Service code 16 · EIN 94-3210526 | Consulting | $58,000 |
REHMANN ROBSON9 years Service code 10 · EIN 38-3567911 | Accounting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,332 | $122,186+22.2% | $146,958+1.6% | $199,593-25.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 16.31% | 30.56%-14.3pp | 418.34%-402.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $9,171 | $4,093+124.1% | $4,933+85.9% | $3,034+202.3% |
| Participant deferral / active EE | $10,064 | $8,502+18.4% | $8,070+24.7% | $5,087+97.9% |
| Admin fee / account holder | $131 | $179-27.0% | $12,998-99.0% | $269-51.4% |