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 | Finders' fees / placement fees; Claim... | $78,934 |
LBMC, PC9 years Service code 10 · EIN 62-1199757 | Accounting | $17,000 |
NEPC, LLC8 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $12,608 |
NATIONAL FINANCIAL SERVICES11+ 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 | $66,266 | $59,623+11.1% | $95,585-30.7% | $85,563-22.6% |
| Participation rate | 100.0% | 57.2%+42.8pp | 72.1%+27.9pp | 66.0%+34.0pp |
| Annual return | 15.97% | 18.22%-2.2pp | 38.56%-22.6pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,171 | $1,669+149.9% | $2,527+65.1% | $2,654+57.2% |
| Participant deferral / active EE | $5,875 | $3,357+75.0% | $4,023+46.1% | $4,375+34.3% |
| Admin fee / account holder | $116 | $650-82.1% | $6,127-98.1% | $834-86.0% |