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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $12,338 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $12,060 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,261 | $104,475-60.5% | $159,436-74.1% | $79,386-48.0% |
| Participation rate | 70.1% | 76.6%-6.6pp | 82.8%-12.8pp | 70.7%-0.6pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $904 | $3,417-73.6% | $4,829-81.3% | $2,427-62.8% |
| Participant deferral / active EE | $5,286 | $6,467-18.3% | $7,352-28.1% | $4,046+30.7% |
| Admin fee / account holder | $159 | $711-77.6% | $10,799-98.5% | $626-74.5% |