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: CHARTER CAPITAL MANAGEMENT, INC Service code 27 · EIN 39-1376711 | Advisory (Plan) | $19,923 |
Filed as: TRANSAMERICA RET SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $17,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,569 | $57,016-14.8% | $84,966-42.8% | $80,856-39.9% |
| Participation rate | 98.7% | 56.3%+42.3pp | 67.5%+31.2pp | 67.6%+31.0pp |
| Annual return | 13.47% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,245 | $1,798-30.7% | $2,727-54.3% | $2,755-54.8% |
| Participant deferral / active EE | $2,986 | $3,110-4.0% | $4,519-33.9% | $4,296-30.5% |
| Admin fee / account holder | $349 | $4,980-93.0% | $6,149-94.3% | $6,918-95.0% |