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 | Sales loads (front end and deferred);... | $102,623 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $80,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | 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 | $98,921 | $88,890+11.3% | $102,423-3.4% | $77,643+27.4% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 12.36% | 24.98%-12.6pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,211 | $2,698-18.1% | $3,023-26.9% | $2,726-18.9% |
| Participant deferral / active EE | $6,508 | $5,145+26.5% | $5,053+28.8% | $4,647+40.0% |
| Admin fee / account holder | $193 | $235-18.1% | $9,451-98.0% | $430-55.2% |