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 | Participant loan processing; Sharehol... | $28,700 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $15,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,867 | $55,472+16.9% | $155,567-58.3% | $74,546-13.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.15% | 268.72%-254.6pp | 64.74%-50.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,943 | $2,269+29.7% | $4,674-37.0% | $2,624+12.2% |
| Participant deferral / active EE | $5,966 | $2,838+110.2% | $5,628+6.0% | $4,347+37.2% |
| Admin fee / account holder | $150 | $1,743-91.4% | $15,916-99.1% | $1,944-92.3% |