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 Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $259,966 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $43,428 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $16,120 |
Annual investment return 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 | $1,700 | $44,897-96.2% | $84,966-98.0% | $199,593-99.1% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 9.02% | 20.96%-11.9pp | 66.38%-57.4pp | 34.25%-25.2pp |
| Employer contribution / active EE | $659 | $1,365-51.7% | $2,727-75.8% | $3,034-78.3% |
| Participant deferral / active EE | $481 | $2,668-82.0% | $4,519-89.4% | $5,087-90.5% |
| Admin fee / account holder | $29 | $584-95.1% | $6,149-99.5% | $269-89.3% |