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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 75-6016183 | Advisory (Plan) | $181,198 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $2,046 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,419 | $56,767+59.3% | $101,794-11.2% | $85,563+5.7% |
| Participation rate | 98.7% | 57.6%+41.2pp | 69.2%+29.6pp | 66.0%+32.8pp |
| Annual return | 18.75% | 17.76%+1.0pp | 30.53%-11.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,419 | $1,112+27.6% | $2,289-38.0% | $2,654-46.5% |
| Participant deferral / active EE | $5,180 | $2,720+90.4% | $4,084+26.8% | $4,375+18.4% |
| Admin fee / account holder | $207 | $1,098-81.1% | $8,777-97.6% | $834-75.2% |