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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $31,405 |
KOCH ENTERPRISES INC1 year Filed as: KOCH SIEDHOFF HAND AND DUNN Service code 10 · EIN 48-0922808 | Accounting | $14,000 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,162 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,682 | $58,879+239.1% | $178,490+11.9% | $73,488+171.7% |
| Participation rate | 96.5% | 66.2%+30.2pp | 81.9%+14.5pp | 70.7%+25.8pp |
| Annual return | 16.72% | 24.86%-8.1pp | 151.07%-134.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $8,759 | $2,236+291.7% | $5,011+74.8% | $2,270+285.9% |
| Participant deferral / active EE | $7,043 | $2,567+174.3% | $5,202+35.4% | $3,740+88.3% |
| Admin fee / account holder | $173 | $400-56.8% | $13,984-98.8% | $513-66.3% |