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 SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $52,020 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $23,688 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $7,112 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 37 · EIN 16-1616474 | Loan Processing | $1,680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,273 | $46,173-79.9% | $170,442-94.6% | $69,631-86.7% |
| Participation rate | 82.7% | 63.9%+18.8pp | 83.6%-0.9pp | 70.7%+12.0pp |
| Annual return | 17.39% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $75 | $1,610-95.3% | $5,433-98.6% | $2,032-96.3% |
| Participant deferral / active EE | $995 | $2,080-52.2% | $4,939-79.9% | $3,224-69.1% |
| Admin fee / account holder | $77 | $116-33.5% | $13,880-99.4% | $110-30.2% |