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 | $13,843 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $13,639 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | 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 | $31,426 | $84,487-62.8% | $125,339-74.9% | $66,914-53.0% |
| Participation rate | 74.6% | 76.4%-1.8pp | 82.4%-7.7pp | 69.8%+4.8pp |
| Annual return | -17.81% | -8.39%-9.4pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,315 | $3,553-63.0% | $4,814-72.7% | $2,544-48.3% |
| Participant deferral / active EE | $6,862 | $6,781+1.2% | $7,446-7.8% | $4,237+62.0% |
| Admin fee / account holder | $154 | $685-77.6% | $10,010-98.5% | $593-74.1% |