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 | Investment management; Finders' fees ... | $568,293 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 10 · EIN 59-1237041 | Accounting | $150,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $19,845 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,921 | $152,281-68.5% | $106,213-54.9% | $99,062-51.6% |
| Participation rate | 95.9% | 92.2%+3.7pp | 75.3%+20.6pp | 71.6%+24.3pp |
| Annual return | 14.22% | 15.00%-0.8pp | 116.14%-101.9pp | 17.66%-3.4pp |
| Employer contribution / active EE | $2,376 | $5,348-55.6% | $3,171-25.1% | $3,262-27.2% |
| Participant deferral / active EE | $4,188 | $8,206-49.0% | $5,016-16.5% | $5,331-21.4% |
| Admin fee / account holder | $92 | $77+18.5% | $11,033-99.2% | $109-15.8% |