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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $31,437 |
BAIRD FUNDS11+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $28,918 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,546 | $87,870-39.1% | $113,168-52.7% | $74,304-27.9% |
| Participation rate | 95.7% | 70.7%+25.0pp | 76.6%+19.2pp | 60.3%+35.4pp |
| Annual return | 16.51% | 26.44%-9.9pp | 24.27%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $947 | $2,277-58.4% | $2,975-68.2% | $2,241-57.8% |
| Participant deferral / active EE | $6,412 | $4,241+51.2% | $5,107+25.6% | $3,767+70.2% |
| Admin fee / account holder | $130 | $3,368-96.1% | $12,068-98.9% | $2,969-95.6% |