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 | $61,903 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,121 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $1,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,428 | $55,125+15.1% | $109,895-42.3% | $86,799-26.9% |
| Participation rate | 80.1% | 70.1%+10.0pp | 74.2%+5.8pp | 72.3%+7.8pp |
| Annual return | 19.26% | 26.20%-6.9pp | 29.45%-10.2pp | 97.91%-78.6pp |
| Employer contribution / active EE | $446 | $1,558-71.4% | $2,842-84.3% | $2,405-81.5% |
| Participant deferral / active EE | $3,989 | $3,337+19.6% | $4,048-1.5% | $4,131-3.4% |
| Admin fee / account holder | $340 | $141+141.1% | $6,066-94.4% | $170+100.5% |