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; Participant commu... | $24,595 |
BRADLEY ASSOCIATES INC2 years Service code 10 · EIN 35-1719602 | Accounting | $24,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,983 | $50,815-5.6% | $155,509-69.1% | $77,643-38.2% |
| Participation rate | 63.3% | 63.1%+0.2pp | 78.2%-14.8pp | 70.6%-7.2pp |
| Annual return | 12.75% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $935 | $1,993-53.1% | $4,672-80.0% | $2,726-65.7% |
| Participant deferral / active EE | $2,850 | $2,822+1.0% | $5,626-49.3% | $4,647-38.7% |
| Admin fee / account holder | $181 | $437-58.6% | $15,912-98.9% | $430-58.0% |