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: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,164 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,324 | $91,407-31.8% | $135,903-54.1% | $71,457-12.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 21.83% | 29.90%-8.1pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $2,590 | $3,703-30.1% | $4,856-46.7% | $2,588+0.1% |
| Participant deferral / active EE | $6,858 | $7,092-3.3% | $7,758-11.6% | $4,289+59.9% |
| Admin fee / account holder | $224 | $1,266-82.3% | $10,762-97.9% | $1,587-85.9% |