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 | Shareholder servicing fees; Recordkee... | $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 | $55,415+17.1% | $155,509-58.3% | $74,495-12.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.15% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,943 | $2,267+29.8% | $4,672-37.0% | $2,623+12.2% |
| Participant deferral / active EE | $5,966 | $2,836+110.4% | $5,626+6.0% | $4,346+37.3% |
| Admin fee / account holder | $150 | $1,738-91.4% | $15,912-99.1% | $1,942-92.3% |