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 | Account maintenance fees; Participant... | $228,743 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $33,645 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $16,800 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | 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 | $40,696 | $58,644-30.6% | $177,989-77.1% | $199,593-79.6% |
| Participation rate | 98.8% | 65.5%+33.3pp | 77.1%+21.7pp | 72.0%+26.8pp |
| Annual return | 14.79% | 19.25%-4.5pp | 294.48%-279.7pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,417 | $1,801+34.2% | $3,949-38.8% | $3,034-20.4% |
| Participant deferral / active EE | $4,033 | $4,248-5.1% | $6,276-35.7% | $5,087-20.7% |
| Admin fee / account holder | $118 | $145-18.9% | $10,363-98.9% | $269-56.1% |