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; Account mainte... | $59,418 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $14,513 |
NATIONAL FINANCIAL SERVICES10+ years 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 | $59,860 | $58,778+1.8% | $129,207-53.7% | $77,643-22.9% |
| Participation rate | 84.2% | 59.2%+25.0pp | 69.6%+14.6pp | 70.6%+13.7pp |
| Annual return | 14.42% | 24.73%-10.3pp | 9417.33%-9402.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,501 | $3,212+71.2% | $4,168+32.0% | $4,647+18.4% |
| Admin fee / account holder | $228 | $589-61.4% | $7,715-97.0% | $430-47.1% |