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 | Recordkeeping fees; Participant commu... | $27,386 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL CU SERVICES5 years Filed as: NATIONAL SERVICES 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 | $108,472 | $60,323+79.8% | $81,812+32.6% | $74,495+45.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.60% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $5,652 | $2,620+115.7% | $2,912+94.1% | $2,623+115.5% |
| Participant deferral / active EE | $9,622 | $3,387+184.0% | $4,319+122.8% | $4,346+121.4% |
| Admin fee / account holder | $89 | $1,486-94.0% | $7,386-98.8% | $1,942-95.4% |