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 15 · EIN 13-3689044 | Recordkeeping | $35,441 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
PENSION ASSURANCE LLP7 years Service code 10 · EIN 30-0840934 | Accounting | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,200 | $67,984+9.1% | $65,493+13.3% | $74,304-0.1% |
| Participation rate | 95.9% | 66.3%+29.6pp | 73.1%+22.8pp | 60.3%+35.6pp |
| Annual return | 18.35% | 19.87%-1.5pp | 982.45%-964.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,237 | $2,491+70.1% | $2,574+64.6% | $2,241+89.0% |
| Participant deferral / active EE | $14,075 | $3,346+320.6% | $3,961+255.3% | $3,767+273.6% |
| Admin fee / account holder | $123 | $1,373-91.0% | $5,028-97.5% | $2,969-95.9% |