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 6-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: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 LLC · CEDAR RAPIDS, IA 52499 | Recordkeeping | $14,533 |
ALLIED CONSULTANTS, INC1 year Filed as: ALLIED CONSULTANTS, INC. Service code 15 · EIN 95-4171622 | Recordkeeping | $1,320 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,730 | $88,083-57.2% | $164,813-77.1% | $74,495-49.4% |
| Participation rate | 78.7% | 73.0%+5.7pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 20.39% | 17.26%+3.1pp | 69.93%-49.5pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $3,666 | $2,593+41.4% | $4,341-15.6% | $2,623+39.7% |
| Participant deferral / active EE | $8,058 | $4,498+79.2% | $6,031+33.6% | $4,346+85.4% |
| Admin fee / account holder | $31 | $2,234-98.6% | $12,690-99.8% | $1,942-98.4% |