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 | $8,313 |
RETIREMENT STRATEGIES, INC.6 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $400 |
OSAIC WEALTH INC2 years 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 | $29,835 | $74,927-60.2% | $101,794-70.7% | $84,808-64.8% |
| Participation rate | 89.8% | 61.4%+28.4pp | 69.2%+20.6pp | 68.3%+21.5pp |
| Annual return | 15.04% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,240 | $1,522-18.5% | $2,289-45.8% | $2,631-52.9% |
| Participant deferral / active EE | $1,837 | $3,099-40.7% | $4,084-55.0% | $4,212-56.4% |
| Admin fee / account holder | $51 | $6,514-99.2% | $8,777-99.4% | $7,344-99.3% |