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 6-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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $48,367 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $1,175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,970 | $91,407-78.2% | $135,903-85.3% | $71,457-72.1% |
| Participation rate | 95.2% | 75.7%+19.6pp | 81.9%+13.3pp | 67.9%+27.3pp |
| Annual return | 19.59% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,904 | $3,703-21.6% | $4,856-40.2% | $2,588+12.2% |
| Participant deferral / active EE | $5,533 | $7,092-22.0% | $7,758-28.7% | $4,289+29.0% |
| Admin fee / account holder | $134 | $1,266-89.4% | $10,762-98.8% | $1,587-91.5% |