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 | $99,536 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $33,770 |
CADARET GRANT & CO INC7 years Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $7,592 |
BPAS2 years Filed as: BPAS, INC. Service code 15 · EIN 16-1616474 | Recordkeeping | $6,736 |
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 | $14,241 | $47,126-69.8% | $149,673-90.5% | $74,419-80.9% |
| Participation rate | 84.1% | 63.4%+20.7pp | 78.8%+5.3pp | 70.7%+13.4pp |
| Annual return | 14.71% | 22.75%-8.0pp | 134.42%-119.7pp | 34.38%-19.7pp |
| Employer contribution / active EE | $123 | $1,905-93.6% | $4,818-97.4% | $2,637-95.3% |
| Participant deferral / active EE | $1,464 | $2,728-46.3% | $5,680-74.2% | $4,528-67.7% |
| Admin fee / account holder | $147 | $343-57.0% | $13,210-98.9% | $348-57.6% |