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 | Recordkeeping fees; Participant commu... | $106,456 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $102,655 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,514 | $54,193+127.9% | $93,606+32.0% | $77,643+59.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 13.89% | 30.54%-16.7pp | 133.20%-119.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,278 | $1,168+95.1% | $2,420-5.8% | $2,726-16.4% |
| Participant deferral / active EE | $6,965 | $3,144+121.5% | $4,411+57.9% | $4,647+49.9% |
| Admin fee / account holder | $124 | $576-78.4% | $8,285-98.5% | $430-71.1% |