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 |
|---|---|---|
EVERHART ADVISORS3 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $37,769 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,516 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,217 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,558 | $61,156+133.1% | $185,823-23.3% | $79,386+79.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.14% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $5,959 | $2,321+156.8% | $5,167+15.3% | $2,427+145.5% |
| Participant deferral / active EE | $5,796 | $2,789+107.8% | $5,568+4.1% | $4,046+43.3% |
| Admin fee / account holder | $273 | $710-61.5% | $16,237-98.3% | $626-56.4% |