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 | Investment management; Finders' fees ... | $57,775 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 16 · EIN 04-2670968 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,224 | $106,028+0.2% | $146,958-27.7% | $77,643+36.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.65% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,055 | $4,063-49.4% | $4,933-58.3% | $2,726-24.6% |
| Participant deferral / active EE | $5,967 | $7,990-25.3% | $8,070-26.1% | $4,647+28.4% |
| Admin fee / account holder | $226 | $337-33.1% | $12,998-98.3% | $430-47.6% |