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 | $88,083-22.6% | $164,813-58.6% | $74,495-8.5% |
| Participation rate | 96.2% | 73.0%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 14.25% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,818 | $2,593+85.8% | $4,341+11.0% | $2,623+83.7% |
| Participant deferral / active EE | $9,538 | $4,498+112.1% | $6,031+58.1% | $4,346+119.5% |
| Admin fee / account holder | $82 | $2,234-96.3% | $12,690-99.4% | $1,942-95.8% |