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; Sales loads (f... | $173,917 |
CITIGROUP GLOBAL MARKETS INC6 years Filed as: CITIGROUP GLOBAL MARKERTS, INC. Service code 16 | Consulting | $75,680 |
ROBINSON, GRIMES, & COMPANY4 years Filed as: ROBINSON, GRIMES & CO PC Service code 10 · EIN 58-1374304 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
CITIGROUP GLOBAL MARKETS INC2 years Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,761 | $50,815-11.9% | $155,509-71.2% | $77,643-42.4% |
| Participation rate | 93.1% | 63.1%+30.0pp | 78.2%+14.9pp | 70.6%+22.5pp |
| Annual return | 13.29% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,813 | $1,993-9.0% | $4,672-61.2% | $2,726-33.5% |
| Participant deferral / active EE | $3,719 | $2,822+31.8% | $5,626-33.9% | $4,647-20.0% |
| Admin fee / account holder | $126 | $437-71.1% | $15,912-99.2% | $430-70.7% |