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 SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $112,496 |
THE WHITLOCK COMPANY10+ years Filed as: THE WHITLOCK COMPANY LLP Service code 10 · EIN 43-1365401 | Accounting | $11,600 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,044 | $88,890-25.7% | $102,423-35.5% | $77,643-14.9% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 13.07% | 24.98%-11.9pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,274 | $2,698-15.7% | $3,023-24.8% | $2,726-16.6% |
| Participant deferral / active EE | $5,765 | $5,145+12.0% | $5,053+14.1% | $4,647+24.0% |
| Admin fee / account holder | $117 | $235-50.1% | $9,451-98.8% | $430-72.7% |