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 | Direct payment from the plan; Claims ... | $111,678 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $59,000 |
PLANTE & MORAN, PLLC7 years Filed as: PLANTE MORAN, PLLP Service code 10 · EIN 38-1357951 | Accounting | $20,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,392 | $110,299-19.0% | $102,423-12.7% | $199,593-55.2% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 12.25% | 35.73%-23.5pp | 29.32%-17.1pp | 34.25%-22.0pp |
| Employer contribution / active EE | $2,454 | $3,603-31.9% | $3,023-18.8% | $3,034-19.1% |
| Participant deferral / active EE | $5,491 | $6,376-13.9% | $5,053+8.7% | $5,087+7.9% |
| Admin fee / account holder | $133 | $122+9.0% | $9,451-98.6% | $269-50.4% |