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: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $18,241 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,155 | $88,087-22.6% | $164,866-58.7% | $74,546-8.6% |
| Participation rate | 96.2% | 73.1%+23.1pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 14.25% | 17.27%-3.0pp | 69.97%-55.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $4,818 | $2,595+85.7% | $4,343+11.0% | $2,624+83.6% |
| Participant deferral / active EE | $9,538 | $4,499+112.0% | $6,033+58.1% | $4,347+119.4% |
| Admin fee / account holder | $82 | $2,232-96.3% | $12,689-99.4% | $1,944-95.8% |