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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,493 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,928 | $70,428-63.2% | $96,562-73.1% | $85,850-69.8% |
| Participation rate | 96.0% | 61.8%+34.2pp | 69.8%+26.2pp | 69.3%+26.7pp |
| Annual return | 7.13% | 18.59%-11.5pp | 37.78%-30.7pp | 318.53%-311.4pp |
| Employer contribution / active EE | $979 | $1,413-30.7% | $2,356-58.4% | $2,565-61.8% |
| Participant deferral / active EE | $1,371 | $2,894-52.6% | $3,849-64.4% | $3,952-65.3% |
| Admin fee / account holder | $45 | $4,997-99.1% | $6,181-99.3% | $6,260-99.3% |