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 | $88,427 |
CADARET GRANT & CO INC3 years Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $35,905 |
Employer contribution per participant 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 | $14,282 | $62,928-77.3% | $172,739-91.7% | $67,579-78.9% |
| Participation rate | 73.7% | 64.5%+9.3pp | 82.6%-8.9pp | 71.3%+2.5pp |
| Annual return | 22.35% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $86 | $1,636-94.8% | $5,143-98.3% | $2,148-96.0% |
| Participant deferral / active EE | $1,152 | $2,145-46.3% | $5,198-77.8% | $3,539-67.5% |
| Admin fee / account holder | $159 | $167-4.6% | $13,954-98.9% | $142+11.8% |