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 | $7,123 |
RETIREMENT STRATEGIES, INC.5 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $200 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,452 | $71,050-64.2% | $93,606-72.8% | $80,856-68.5% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 10.63% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,250 | $1,564-20.1% | $2,420-48.3% | $2,755-54.6% |
| Participant deferral / active EE | $1,687 | $4,034-58.2% | $4,411-61.8% | $4,296-60.7% |
| Admin fee / account holder | $44 | $6,945-99.4% | $8,285-99.5% | $6,918-99.4% |