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 8-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 FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $17,027 |
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL SERVICES Service code 15 · EIN 11-3416243 11 PROSPECT STREET · HUNTINGTON, NY 11743 | Recordkeeping | $16,226 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $10,869 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,888 | $52,293-21.8% | $178,490-77.1% | $73,409-44.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 18.71% | 34.75%-16.0pp | 151.07%-132.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,116 | $1,735-35.7% | $5,011-77.7% | $2,234-50.0% |
| Participant deferral / active EE | $2,411 | $2,332+3.4% | $5,202-53.7% | $3,805-36.6% |
| Admin fee / account holder | $138 | $127+8.3% | $13,984-99.0% | $158-12.6% |