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 | $6,813 |
RETIREMENT STRATEGIES, INC.4 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $500 |
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 | $25,576 | $65,561-61.0% | $86,188-70.3% | $75,163-66.0% |
| Participation rate | 96.0% | 60.5%+35.5pp | 69.0%+27.0pp | 67.2%+28.8pp |
| Annual return | 11.79% | 46.05%-34.3pp | 1168.45%-1156.7pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,199 | $1,553-22.8% | $2,380-49.6% | $2,670-55.1% |
| Participant deferral / active EE | $1,713 | $3,024-43.4% | $3,985-57.0% | $4,125-58.5% |
| Admin fee / account holder | $48 | $5,474-99.1% | $6,852-99.3% | $5,651-99.2% |