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 | $108,164 |
CADARET GRANT & CO INC6 years Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $42,080 |
BPAS1 year Filed as: BPAS, INC. Service code 15 · EIN 16-1616474 | Recordkeeping | $12,941 |
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 | $14,445 | $46,292-68.8% | $143,757-90.0% | $64,808-77.7% |
| Participation rate | 82.9% | 64.2%+18.7pp | 80.3%+2.6pp | 71.5%+11.5pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $109 | $1,910-94.3% | $4,951-97.8% | $2,506-95.7% |
| Participant deferral / active EE | $1,566 | $2,646-40.8% | $5,637-72.2% | $4,310-63.7% |
| Admin fee / account holder | $222 | $154+44.2% | $14,673-98.5% | $188+18.1% |