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 | Account maintenance fees; Participant... | $191,508 |
Service code 27 · EIN 33-0181667 | Advisory (Plan) | $10,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,364 | $66,457+171.4% | $81,382+121.6% | $77,643+132.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 14.74% | 15.93%-1.2pp | 24.73%-10.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $7,276 | $2,159+236.9% | $2,463+195.4% | $2,726+166.9% |
| Participant deferral / active EE | $11,669 | $3,679+217.2% | $3,883+200.5% | $4,647+151.1% |
| Admin fee / account holder | $156 | $583-73.2% | $5,768-97.3% | $430-63.7% |