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 5-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 | $30,075 |
ACCEL WEALTH MANAGEMENT5+ years Filed as: ACCEL WEALTH MANAGEMENT LLC Service code 27 · EIN 83-0742869 | Advisory (Plan) | $6,915 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $3,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,430 | $62,327-36.7% | $120,354-67.2% | $74,495-47.1% |
| Participation rate | 76.8% | 56.8%+20.0pp | 71.9%+4.9pp | 67.2%+9.6pp |
| Annual return | 14.70% | 18.61%-3.9pp | 107.15%-92.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,099 | $1,843+13.9% | $3,463-39.4% | $2,623-20.0% |
| Participant deferral / active EE | $2,976 | $2,893+2.9% | $4,991-40.4% | $4,346-31.5% |
| Admin fee / account holder | $206 | $2,396-91.4% | $9,423-97.8% | $1,942-89.4% |