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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $29,979 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,926 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $15,954 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,008 | $89,753-64.3% | $107,525-70.2% | $84,808-62.3% |
| Participation rate | 95.7% | 68.1%+27.7pp | 75.1%+20.7pp | 68.3%+27.4pp |
| Annual return | 14.80% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,699 | $3,113+83.0% | $3,754+51.8% | $2,631+116.6% |
| Participant deferral / active EE | $9,020 | $4,056+122.4% | $5,116+76.3% | $4,212+114.2% |
| Admin fee / account holder | $203 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |