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 SOLUTIONS11+ years Service code 15 · EIN 13-3689044 6400 C STREET SW - MAIL STOP E1 CR · CEDAR RAPIDS, IA 52499 | Recordkeeping | $217,313 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $72,257 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE STE 342 · JERICHO, NY 11753 | Accounting | $20,000 |
ABATO, RUBENSTEIN & ABATO11+ years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $16,875 |
WB ADVISORS2 years Filed as: WB ADVISORS, LLC Service code 50 · EIN 45-4840347 118 NORTH BEDFORD ROAD, SUITE 100 · MOUNT KISCO, NY 10549 | Direct Payment | $12,000 |
MID ATLANTIC CAPITAL CORPORATION11+ years Service code 33 · EIN 25-1409618 1251 WATERFRONT PLACE SUITE 510 · PITTSBURGH, PA 15222 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 245 SUMMER STREET V4C · BOSTON, MA 02210 | Securities brokerage commissions and ... | $0 |
Participant 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 | $16,333 | $89,178-81.7% | $91,541-82.2% | $102,872-84.1% |
| Participation rate | 99.3% | 79.7%+19.6pp | 69.8%+29.5pp | 73.0%+26.3pp |
| Annual return | 12.53% | 14.52%-2.0pp | 20.50%-8.0pp | 19.06%-6.5pp |
| Employer contribution / active EE | $1,291 | $3,455-62.6% | $2,505-48.4% | $3,526-63.4% |
| Participant deferral / active EE | $983 | $4,657-78.9% | $4,008-75.5% | $5,535-82.2% |
| Admin fee / account holder | $137 | $134+2.3% | $6,956-98.0% | $292-53.1% |