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 | $6,963 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,245 | $59,805-62.8% | $79,550-72.0% | $68,494-67.5% |
| Participation rate | 95.7% | 61.1%+34.6pp | 69.5%+26.2pp | 67.9%+27.8pp |
| Annual return | -16.29% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,242 | $1,505-17.5% | $2,413-48.6% | $2,596-52.2% |
| Participant deferral / active EE | $1,604 | $3,024-46.9% | $3,985-59.7% | $4,027-60.2% |
| Admin fee / account holder | $52 | $4,835-98.9% | $6,832-99.2% | $5,403-99.0% |