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 | Recordkeeping fees; Distribution (12b... | $45,274 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,000 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $6,790 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,144 | $55,331+82.8% | $81,812+23.6% | $199,593-49.3% |
| Participation rate | 97.8% | 62.5%+35.3pp | 72.3%+25.5pp | 72.0%+25.8pp |
| Annual return | 12.20% | 19.59%-7.4pp | 773.79%-761.6pp | 34.25%-22.0pp |
| Employer contribution / active EE | $2,590 | $2,101+23.3% | $2,912-11.1% | $3,034-14.6% |
| Participant deferral / active EE | $7,012 | $3,283+113.6% | $4,319+62.4% | $5,087+37.8% |
| Admin fee / account holder | $65 | $346-81.2% | $7,386-99.1% | $269-75.8% |